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
4051
– –
-31,214
4052
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-85
4053
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-3,157
4054
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0
4055
$0 ﹤0.01%
35
4056
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-312
4057
$0 ﹤0.01%
2
4058
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-10
4059
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-125
4060
– –
-81
4061
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-76
4062
$0 ﹤0.01%
2
-34
4063
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-200
4064
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-5
4065
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0
4066
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0
4067
$0 ﹤0.01%
3
4068
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-1,000
4069
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-6,330
4070
$0 ﹤0.01%
16
4071
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-895
4072
$0 ﹤0.01%
+20
4073
$0 ﹤0.01%
6
4074
$0 ﹤0.01%
6
4075
– –
-200
161 162
163
164 165