IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,164
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.91M
3
+$4.13M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.43M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.56M

Top Sells

1
+$8.37M
2
+$5.17M
3
+$4.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.77M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.76M

Sector Composition

1 Technology 6.6%
2 Healthcare 5.57%
3 Financials 5.36%
4 Consumer Discretionary 4.27%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3876
– –
-250
3877
– –
-656
3878
$0 ﹤0.01%
33
3879
$0 ﹤0.01%
350
3880
$0 ﹤0.01%
55
3881
$0 ﹤0.01%
1,397
3882
$0 ﹤0.01%
1
3883
– –
-433
3884
– –
-321
3885
– –
-15
3886
– –
-1,689
3887
– –
-527
3888
– –
-200
3889
– –
-2,083
3890
– –
-24,636
3891
– –
-33
3892
– –
-3,750
3893
– –
-1,537
3894
– –
-3,316
3895
– –
-44
3896
– –
-410
3897
– –
-3,798
3898
– –
-1,483
3899
– –
-300
3900
– –
0
154 155
156
157 158