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
$1.49B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$28.3M
3
+$20.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.1M
5
PG icon
Procter & Gamble
PG
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Consumer Staples 6.4%
4 Technology 6.08%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$12K ﹤0.01%
+767
2477
$12K ﹤0.01%
+2,410
2478
$12K ﹤0.01%
+3,922
2479
$12K ﹤0.01%
+304
2480
$12K ﹤0.01%
+909
2481
$12K ﹤0.01%
+304
2482
$12K ﹤0.01%
+772
2483
$12K ﹤0.01%
+239
2484
$12K ﹤0.01%
+1,150
2485
$12K ﹤0.01%
+400
2486
$12K ﹤0.01%
+787
2487
$12K ﹤0.01%
+105
2488
$12K ﹤0.01%
+305
2489
$11K ﹤0.01%
+400
2490
$11K ﹤0.01%
+106
2491
$11K ﹤0.01%
+390
2492
$11K ﹤0.01%
+152
2493
$11K ﹤0.01%
+400
2494
$11K ﹤0.01%
+2,536
2495
$11K ﹤0.01%
+352
2496
$11K ﹤0.01%
+66
2497
$11K ﹤0.01%
+500
2498
$11K ﹤0.01%
+4,536
2499
$11K ﹤0.01%
+810
2500
$11K ﹤0.01%
+221
98 99
100
101 102