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
2701
$8K ﹤0.01%
+103
2702
$8K ﹤0.01%
+300
2703
$8K ﹤0.01%
+324
2704
$8K ﹤0.01%
+250
2705
$8K ﹤0.01%
+3,270
2706
$8K ﹤0.01%
+400
2707
$8K ﹤0.01%
+627
2708
$8K ﹤0.01%
+500
2709
$8K ﹤0.01%
+178
2710
$8K ﹤0.01%
+139
2711
$8K ﹤0.01%
+222
2712
$8K ﹤0.01%
+1,393
2713
$8K ﹤0.01%
+827
2714
$8K ﹤0.01%
+348
2715
$8K ﹤0.01%
+1,040
2716
$7K ﹤0.01%
+6,491
2717
$7K ﹤0.01%
+1,500
2718
$7K ﹤0.01%
+1,200
2719
$7K ﹤0.01%
+2,417
2720
$7K ﹤0.01%
+1,396
2721
$7K ﹤0.01%
+111
2722
$7K ﹤0.01%
+150
2723
$7K ﹤0.01%
+1,100
2724
$7K ﹤0.01%
+106
2725
$7K ﹤0.01%
+252
107 108
109
110 111