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
2576
$10K ﹤0.01%
+178
2577
$10K ﹤0.01%
+305
2578
$10K ﹤0.01%
+714
2579
$10K ﹤0.01%
+214
2580
$10K ﹤0.01%
+352
2581
$10K ﹤0.01%
+550
2582
$10K ﹤0.01%
+42
2583
$10K ﹤0.01%
+338
2584
$10K ﹤0.01%
+334
2585
$10K ﹤0.01%
+1,100
2586
$10K ﹤0.01%
+13,530
2587
$10K ﹤0.01%
+1,361
2588
$10K ﹤0.01%
+950
2589
$10K ﹤0.01%
+333
2590
$10K ﹤0.01%
+410
2591
$10K ﹤0.01%
+580
2592
$9K ﹤0.01%
+230
2593
$9K ﹤0.01%
+188
2594
$9K ﹤0.01%
+210
2595
$9K ﹤0.01%
+590
2596
$9K ﹤0.01%
+205
2597
$9K ﹤0.01%
+331
2598
$9K ﹤0.01%
+174
2599
$9K ﹤0.01%
+150
2600
$9K ﹤0.01%
+254
102 103
104
105 106