IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
3901
– –
-871
3902
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-400
3903
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-39
3904
$0 ﹤0.01%
60
3905
$0 ﹤0.01%
30
3906
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-24,168
3907
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-36
3908
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-175
3909
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0
3910
$0 ﹤0.01%
8
3911
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3912
$0 ﹤0.01%
9
3913
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-44
3914
$0 ﹤0.01%
5
3915
– –
-55,795
3916
– –
-994
3917
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3918
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0
3919
– –
-240
3920
$0 ﹤0.01%
3
3921
– –
-5,152
3922
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0
3923
$0 ﹤0.01%
9
-626
3924
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-128
3925
– –
-1,000
155 156
157
158 159