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
2876
$6K ﹤0.01%
+375
2877
$6K ﹤0.01%
+1,000
2878
$6K ﹤0.01%
+949
2879
$6K ﹤0.01%
+131
2880
$6K ﹤0.01%
+532
2881
$6K ﹤0.01%
+400
2882
$6K ﹤0.01%
+200
2883
$6K ﹤0.01%
+3,600
2884
$6K ﹤0.01%
+348
2885
$6K ﹤0.01%
+1,100
2886
$6K ﹤0.01%
+500
2887
$6K ﹤0.01%
+265
2888
$6K ﹤0.01%
+200
2889
$6K ﹤0.01%
+144
2890
$6K ﹤0.01%
+443
2891
$6K ﹤0.01%
+100
2892
$6K ﹤0.01%
+200
2893
$6K ﹤0.01%
+210
2894
$6K ﹤0.01%
+44
2895
$6K ﹤0.01%
+360
2896
$6K ﹤0.01%
+4,400
2897
$6K ﹤0.01%
+250
2898
$6K ﹤0.01%
+356
2899
$6K ﹤0.01%
+965
2900
$6K ﹤0.01%
+1,000