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
2826
$6K ﹤0.01%
+965
2827
$6K ﹤0.01%
+208
2828
$6K ﹤0.01%
+756
2829
$6K ﹤0.01%
+1
2830
$6K ﹤0.01%
+1,000
2831
$6K ﹤0.01%
+544
2832
$6K ﹤0.01%
+43
2833
$6K ﹤0.01%
+192
2834
$6K ﹤0.01%
+200
2835
$6K ﹤0.01%
+350
2836
$6K ﹤0.01%
+222
2837
$6K ﹤0.01%
+209
2838
$6K ﹤0.01%
+1,970
2839
$6K ﹤0.01%
+420
2840
$6K ﹤0.01%
+144
2841
$6K ﹤0.01%
+1,050
2842
$6K ﹤0.01%
+408
2843
$6K ﹤0.01%
+61
2844
$6K ﹤0.01%
+675
2845
$6K ﹤0.01%
+300
2846
$6K ﹤0.01%
+106
2847
$6K ﹤0.01%
+272
2848
$6K ﹤0.01%
+180
2849
$6K ﹤0.01%
+206
2850
$6K ﹤0.01%
+760