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
4001
$0 ﹤0.01%
1
4002
$0 ﹤0.01%
1
4003
– –
-375
4004
– –
0
4005
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-15
4006
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-339
4007
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-150
4008
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-100
4009
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-125
4010
$0 ﹤0.01%
26
4011
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18
4012
– –
-50
4013
– –
-2,800
4014
– –
-149
4015
– –
-365
4016
$0 ﹤0.01%
20
4017
– –
0
4018
$0 ﹤0.01%
100
4019
$0 ﹤0.01%
100
4020
– –
-67
4021
– –
-135
4022
– –
-650
4023
– –
-570
4024
– –
-7
4025
– –
0
159 160
161
162 163