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
2751
$7K ﹤0.01%
+1,467
2752
$7K ﹤0.01%
+573
2753
$7K ﹤0.01%
+520
2754
$7K ﹤0.01%
+298
2755
$7K ﹤0.01%
+153
2756
$7K ﹤0.01%
+350
2757
$7K ﹤0.01%
+238
2758
$7K ﹤0.01%
+400
2759
$7K ﹤0.01%
+550
2760
$7K ﹤0.01%
+200
2761
$7K ﹤0.01%
+335
2762
$7K ﹤0.01%
+350
2763
$7K ﹤0.01%
+800
2764
$7K ﹤0.01%
+377
2765
$7K ﹤0.01%
+175
2766
$7K ﹤0.01%
+200
2767
$7K ﹤0.01%
+70
2768
$7K ﹤0.01%
+450
2769
$7K ﹤0.01%
+462
2770
$7K ﹤0.01%
+130
2771
$7K ﹤0.01%
+115
2772
$7K ﹤0.01%
+114,130
2773
$7K ﹤0.01%
+164
2774
$7K ﹤0.01%
+490
2775
$7K ﹤0.01%
+1,143