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
3076
$4K ﹤0.01%
+174
3077
$4K ﹤0.01%
+25
3078
$4K ﹤0.01%
+34
3079
$4K ﹤0.01%
+100
3080
$4K ﹤0.01%
+87
3081
$4K ﹤0.01%
+50
3082
$4K ﹤0.01%
+1,608
3083
$4K ﹤0.01%
+273
3084
$4K ﹤0.01%
+179
3085
$4K ﹤0.01%
+535
3086
$4K ﹤0.01%
+250
3087
$4K ﹤0.01%
+25
3088
$4K ﹤0.01%
+65
3089
$4K ﹤0.01%
+38
3090
$4K ﹤0.01%
+6
3091
$4K ﹤0.01%
+127
3092
$4K ﹤0.01%
+201
3093
$4K ﹤0.01%
+310
3094
$4K ﹤0.01%
+600
3095
$4K ﹤0.01%
+1,000
3096
$4K ﹤0.01%
+250
3097
$4K ﹤0.01%
+79
3098
$4K ﹤0.01%
+1,080
3099
$4K ﹤0.01%
+420
3100
$4K ﹤0.01%
+155
122 123
124
125 126