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
2726
$7K ﹤0.01%
+325
2727
$7K ﹤0.01%
+105
2728
$7K ﹤0.01%
+126
2729
$7K ﹤0.01%
+515
2730
$7K ﹤0.01%
+377
2731
$7K ﹤0.01%
+4,229
2732
$7K ﹤0.01%
+6,908
2733
$7K ﹤0.01%
+655
2734
$7K ﹤0.01%
+401
2735
$7K ﹤0.01%
+6
2736
$7K ﹤0.01%
+179
2737
$7K ﹤0.01%
+273
2738
$7K ﹤0.01%
+180
2739
$7K ﹤0.01%
+315
2740
$7K ﹤0.01%
+148
2741
$7K ﹤0.01%
+500
2742
$7K ﹤0.01%
+138
2743
$7K ﹤0.01%
+115
2744
$7K ﹤0.01%
+11
2745
$7K ﹤0.01%
+123
2746
$7K ﹤0.01%
+238
2747
$7K ﹤0.01%
+75
2748
$7K ﹤0.01%
+237
2749
$7K ﹤0.01%
+400
2750
$7K ﹤0.01%
+182