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
3051
$4K ﹤0.01%
+1,551
3052
$4K ﹤0.01%
+3,205
3053
$4K ﹤0.01%
+4,800
3054
$4K ﹤0.01%
+150
3055
$4K ﹤0.01%
+109
3056
$4K ﹤0.01%
+146
3057
$4K ﹤0.01%
+55
3058
$4K ﹤0.01%
+712
3059
$4K ﹤0.01%
+350
3060
$4K ﹤0.01%
+600
3061
$4K ﹤0.01%
+1,000
3062
$4K ﹤0.01%
+250
3063
$4K ﹤0.01%
+79
3064
$4K ﹤0.01%
+1,080
3065
$4K ﹤0.01%
+420
3066
$4K ﹤0.01%
+155
3067
$4K ﹤0.01%
+262
3068
$4K ﹤0.01%
+111
3069
$4K ﹤0.01%
+854
3070
$4K ﹤0.01%
+246
3071
$4K ﹤0.01%
+392
3072
$4K ﹤0.01%
+750
3073
$4K ﹤0.01%
+34
3074
$4K ﹤0.01%
+290
3075
$4K ﹤0.01%
+847