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
2676
$8K ﹤0.01%
+460
2677
$8K ﹤0.01%
+777
2678
$8K ﹤0.01%
+870
2679
$8K ﹤0.01%
+310
2680
$8K ﹤0.01%
+1,012
2681
$8K ﹤0.01%
+300
2682
$8K ﹤0.01%
+139
2683
$8K ﹤0.01%
+100
2684
$8K ﹤0.01%
+180
2685
$8K ﹤0.01%
+900
2686
$8K ﹤0.01%
+157
2687
$8K ﹤0.01%
+386
2688
$8K ﹤0.01%
+125
2689
$8K ﹤0.01%
+2,072
2690
$8K ﹤0.01%
+165
2691
$8K ﹤0.01%
+221
2692
$8K ﹤0.01%
+382
2693
$8K ﹤0.01%
+345
2694
$8K ﹤0.01%
+150
2695
$8K ﹤0.01%
+130
2696
$8K ﹤0.01%
+1,244
2697
$8K ﹤0.01%
+60
2698
$8K ﹤0.01%
+50
2699
$8K ﹤0.01%
+8
2700
$8K ﹤0.01%
+125