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
3126
$3K ﹤0.01%
+148
3127
$3K ﹤0.01%
+138
3128
$3K ﹤0.01%
+240
3129
$3K ﹤0.01%
+78
3130
– –
0
3131
$3K ﹤0.01%
+7,664
3132
$3K ﹤0.01%
+40
3133
$3K ﹤0.01%
+110
3134
$3K ﹤0.01%
+207
3135
$3K ﹤0.01%
+140
3136
$3K ﹤0.01%
+112
3137
$3K ﹤0.01%
+1,380
3138
$3K ﹤0.01%
+247
3139
$3K ﹤0.01%
+77
3140
$3K ﹤0.01%
+867
3141
$3K ﹤0.01%
+156
3142
$3K ﹤0.01%
+60
3143
$3K ﹤0.01%
+83
3144
$3K ﹤0.01%
+123
3145
$3K ﹤0.01%
+100
3146
$3K ﹤0.01%
+313
3147
$3K ﹤0.01%
+377
3148
$3K ﹤0.01%
+400
3149
$3K ﹤0.01%
+1,500
3150
$3K ﹤0.01%
+85
124 125
126
127 128