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
2876
$6K ﹤0.01%
+103
2877
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+248
2878
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+471
2879
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2880
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2881
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2882
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2883
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+412
2884
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2885
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+710
2886
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2887
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2888
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2889
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2890
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2891
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2892
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2893
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+886
2894
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+400
2895
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+482
2896
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+493
2897
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+328
2898
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+135
2899
$6K ﹤0.01%
+264
2900
$6K ﹤0.01%
+80