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
3101
$4K ﹤0.01%
+87
3102
$4K ﹤0.01%
+50
3103
$4K ﹤0.01%
+1,608
3104
$4K ﹤0.01%
+25
3105
$4K ﹤0.01%
+65
3106
$4K ﹤0.01%
+38
3107
$4K ﹤0.01%
+6
3108
$4K ﹤0.01%
+127
3109
$4K ﹤0.01%
+201
3110
$4K ﹤0.01%
+310
3111
$4K ﹤0.01%
+374
3112
$4K ﹤0.01%
+205
3113
$4K ﹤0.01%
+330
3114
$4K ﹤0.01%
+301
3115
$4K ﹤0.01%
+140
3116
$4K ﹤0.01%
+129
3117
$4K ﹤0.01%
+136
3118
$4K ﹤0.01%
+300
3119
$3K ﹤0.01%
+2
3120
$3K ﹤0.01%
+254
3121
$3K ﹤0.01%
+1,157
3122
$3K ﹤0.01%
+136
3123
$3K ﹤0.01%
+228
3124
$3K ﹤0.01%
+200
3125
$3K ﹤0.01%
+137
123 124
125
126 127