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
2776
$7K ﹤0.01%
+550
2777
$7K ﹤0.01%
+509
2778
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+35
2779
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+925
2780
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+225
2781
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+24
2782
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+1,000
2783
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+538
2784
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+140
2785
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+432
2786
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+340
2787
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2788
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+714
2789
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2790
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+400
2791
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+640
2792
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2793
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2794
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+963
2795
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+132
2796
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+22
2797
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+345
2798
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+843
2799
$7K ﹤0.01%
+665
2800
$7K ﹤0.01%
+579