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
2851
$6K ﹤0.01%
+163
2852
$6K ﹤0.01%
+188
2853
$6K ﹤0.01%
+1,104
2854
$6K ﹤0.01%
+949
2855
$6K ﹤0.01%
+131
2856
$6K ﹤0.01%
+532
2857
$6K ﹤0.01%
+400
2858
$6K ﹤0.01%
+200
2859
$6K ﹤0.01%
+3,600
2860
$6K ﹤0.01%
+348
2861
$6K ﹤0.01%
+1,100
2862
$6K ﹤0.01%
+265
2863
$6K ﹤0.01%
+200
2864
$6K ﹤0.01%
+144
2865
$6K ﹤0.01%
+443
2866
$6K ﹤0.01%
+250
2867
$6K ﹤0.01%
+500
2868
$6K ﹤0.01%
+1,000
2869
$6K ﹤0.01%
+455
2870
$6K ﹤0.01%
+106
2871
$6K ﹤0.01%
+369
2872
$6K ﹤0.01%
+373
2873
$6K ﹤0.01%
+400
2874
$6K ﹤0.01%
+161
2875
$6K ﹤0.01%
+400