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
2501
$11K ﹤0.01%
+354
2502
$11K ﹤0.01%
+1,082
2503
$11K ﹤0.01%
+355
2504
$11K ﹤0.01%
+201
2505
$11K ﹤0.01%
+342
2506
$11K ﹤0.01%
+100
2507
$11K ﹤0.01%
+1,000
2508
$11K ﹤0.01%
+1,000
2509
$11K ﹤0.01%
+595
2510
$11K ﹤0.01%
+491
2511
$11K ﹤0.01%
+915
2512
$11K ﹤0.01%
+90
2513
$11K ﹤0.01%
+290
2514
$11K ﹤0.01%
+135
2515
$11K ﹤0.01%
+1,192
2516
$11K ﹤0.01%
+751
2517
$11K ﹤0.01%
+210
2518
$11K ﹤0.01%
+510
2519
$11K ﹤0.01%
+137
2520
$11K ﹤0.01%
+49
2521
$11K ﹤0.01%
+675
2522
$11K ﹤0.01%
+800
2523
$11K ﹤0.01%
+189
2524
$11K ﹤0.01%
+314
2525
$11K ﹤0.01%
+155
99 100
101
102 103