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
2926
$5K ﹤0.01%
+476
2927
$5K ﹤0.01%
+200
2928
$5K ﹤0.01%
+95
2929
$5K ﹤0.01%
+250
2930
$5K ﹤0.01%
+3,700
2931
$5K ﹤0.01%
+150
2932
$5K ﹤0.01%
+140
2933
$5K ﹤0.01%
+185
2934
$5K ﹤0.01%
+225
2935
$5K ﹤0.01%
+200
2936
$5K ﹤0.01%
+121
2937
$5K ﹤0.01%
+120
2938
$5K ﹤0.01%
+122
2939
$5K ﹤0.01%
+325
2940
$5K ﹤0.01%
+250
2941
$5K ﹤0.01%
+900
2942
$5K ﹤0.01%
+118
2943
$5K ﹤0.01%
+308
2944
$5K ﹤0.01%
+101
2945
$5K ﹤0.01%
+90
2946
$5K ﹤0.01%
+100
2947
$5K ﹤0.01%
+235
2948
$5K ﹤0.01%
+95
2949
$5K ﹤0.01%
+77
2950
$5K ﹤0.01%
+239
116 117
118
119 120