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
4101
$0 ﹤0.01%
19
4102
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4103
$0 ﹤0.01%
+9
4104
$0 ﹤0.01%
90
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4105
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4106
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-180,552
4107
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4108
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300
4109
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4110
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4111
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4112
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4113
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1
4114
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0
4115
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50
4116
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4117
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-527
4118
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-200
4119
– –
-2,083
4120
$0 ﹤0.01%
2
4121
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4123
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1
4124
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0
4125
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-2,100
163 164
165
166 167