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
3076
$4K ﹤0.01%
+150
3077
$4K ﹤0.01%
+500
3078
$4K ﹤0.01%
+13
3079
$4K ﹤0.01%
+100
3080
$4K ﹤0.01%
+222
3081
$4K ﹤0.01%
+98
3082
$4K ﹤0.01%
+325
3083
$4K ﹤0.01%
+225
3084
$4K ﹤0.01%
+110
3085
$4K ﹤0.01%
+100
3086
$4K ﹤0.01%
+40
3087
$4K ﹤0.01%
+297
3088
$4K ﹤0.01%
+523
3089
$4K ﹤0.01%
+165
3090
$4K ﹤0.01%
+78
3091
$4K ﹤0.01%
+163
3092
$4K ﹤0.01%
+188
3093
$4K ﹤0.01%
+86
3094
$4K ﹤0.01%
+124
3095
$4K ﹤0.01%
+84
3096
$4K ﹤0.01%
+100
3097
$4K ﹤0.01%
+12,500
3098
$4K ﹤0.01%
+453
3099
$4K ﹤0.01%
+34
3100
$4K ﹤0.01%
+100
122 123
124
125 126