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
2551
$10K ﹤0.01%
+500
2552
$10K ﹤0.01%
+657
2553
$10K ﹤0.01%
+1,823
2554
$10K ﹤0.01%
+1,368
2555
$10K ﹤0.01%
+302
2556
$10K ﹤0.01%
+1,535
2557
$10K ﹤0.01%
+600
2558
$10K ﹤0.01%
+210
2559
$10K ﹤0.01%
+150
2560
$10K ﹤0.01%
+500
2561
$10K ﹤0.01%
+287
2562
$10K ﹤0.01%
+268
2563
$10K ﹤0.01%
+342
2564
$10K ﹤0.01%
+143
2565
$10K ﹤0.01%
+8
2566
$10K ﹤0.01%
+200
2567
$10K ﹤0.01%
+200
2568
$10K ﹤0.01%
+504
2569
$10K ﹤0.01%
+235
2570
$10K ﹤0.01%
+142
2571
$10K ﹤0.01%
+900
2572
$10K ﹤0.01%
+311
2573
$10K ﹤0.01%
+65
2574
$10K ﹤0.01%
+160
2575
$10K ﹤0.01%
+157
101 102
103
104 105