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
2001
$40K ﹤0.01%
8,452
+1,906
2002
$40K ﹤0.01%
3,200
2003
$40K ﹤0.01%
587
-588
2004
$40K ﹤0.01%
+250
2005
$40K ﹤0.01%
966
-632
2006
$40K ﹤0.01%
335
-1,050
2007
$40K ﹤0.01%
37
-1
2008
$40K ﹤0.01%
986
+148
2009
$40K ﹤0.01%
1,571
-2,939
2010
$40K ﹤0.01%
1,985
+480
2011
$40K ﹤0.01%
899
-145
2012
$39K ﹤0.01%
698
2013
$39K ﹤0.01%
3,253
-390
2014
$39K ﹤0.01%
2,658
-2,260
2015
$39K ﹤0.01%
3,000
2016
$39K ﹤0.01%
926
-874
2017
$39K ﹤0.01%
561
-6,214
2018
$39K ﹤0.01%
1,775
2019
$39K ﹤0.01%
1,669
+29
2020
$39K ﹤0.01%
1,382
-77
2021
$39K ﹤0.01%
1,002
+881
2022
$39K ﹤0.01%
609
+6
2023
$39K ﹤0.01%
+1,000
2024
$39K ﹤0.01%
2,340
2025
$38K ﹤0.01%
754
+16
79 80
81
82 83