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
2976
$5K ﹤0.01%
+1,707
2977
$5K ﹤0.01%
+256
2978
$5K ﹤0.01%
+546
2979
$5K ﹤0.01%
+2,000
2980
$5K ﹤0.01%
+38
2981
$5K ﹤0.01%
+136
2982
$5K ﹤0.01%
+3,314
2983
$5K ﹤0.01%
+76
2984
$5K ﹤0.01%
+544
2985
$5K ﹤0.01%
+58
2986
$5K ﹤0.01%
+178
2987
$5K ﹤0.01%
+600
2988
$5K ﹤0.01%
+120
2989
$5K ﹤0.01%
+350
2990
$5K ﹤0.01%
+200
2991
$5K ﹤0.01%
+500
2992
$5K ﹤0.01%
+300
2993
$5K ﹤0.01%
+225
2994
$5K ﹤0.01%
+330
2995
$5K ﹤0.01%
+321
2996
$5K ﹤0.01%
+386
2997
$5K ﹤0.01%
+78
2998
$5K ﹤0.01%
+185
2999
$5K ﹤0.01%
+406
3000
$5K ﹤0.01%
+177
118 119
120
121 122