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
2801
$7K ﹤0.01%
+433
2802
$7K ﹤0.01%
+192
2803
$7K ﹤0.01%
+390
2804
$7K ﹤0.01%
+115
2805
$7K ﹤0.01%
+1,440
2806
$7K ﹤0.01%
+713
2807
$7K ﹤0.01%
+2,700
2808
$7K ﹤0.01%
+294
2809
$7K ﹤0.01%
+2,749
2810
$7K ﹤0.01%
+1,765
2811
$7K ﹤0.01%
+185
2812
$6K ﹤0.01%
+276
2813
$6K ﹤0.01%
+121
2814
$6K ﹤0.01%
+29
2815
$6K ﹤0.01%
+41
2816
$6K ﹤0.01%
+200
2817
$6K ﹤0.01%
+126
2818
$6K ﹤0.01%
+500
2819
$6K ﹤0.01%
+100
2820
$6K ﹤0.01%
+200
2821
$6K ﹤0.01%
+210
2822
$6K ﹤0.01%
+44
2823
$6K ﹤0.01%
+360
2824
$6K ﹤0.01%
+4,400
2825
$6K ﹤0.01%
+356