We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
+1,200
2802
$7K ﹤0.01%
+2,417
2803
$7K ﹤0.01%
+377
2804
$7K ﹤0.01%
+4,229
2805
$7K ﹤0.01%
+6,908
2806
$7K ﹤0.01%
+1,765
2807
$7K ﹤0.01%
+1,100
2808
$7K ﹤0.01%
+579
2809
$7K ﹤0.01%
+550
2810
$7K ﹤0.01%
+200
2811
$7K ﹤0.01%
+185
2812
$6K ﹤0.01%
+208
2813
$6K ﹤0.01%
+756
2814
$6K ﹤0.01%
+1
2815
$6K ﹤0.01%
+1,000
2816
$6K ﹤0.01%
+544
2817
$6K ﹤0.01%
+29
2818
$6K ﹤0.01%
+41
2819
$6K ﹤0.01%
+200
2820
$6K ﹤0.01%
+192
2821
$6K ﹤0.01%
+200
2822
$6K ﹤0.01%
+350
2823
$6K ﹤0.01%
+222
2824
$6K ﹤0.01%
+209
2825
$6K ﹤0.01%
+1,970