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
3151
$3K ﹤0.01%
+91
3152
$3K ﹤0.01%
+300
3153
$3K ﹤0.01%
+115
3154
$3K ﹤0.01%
+135
3155
$3K ﹤0.01%
+169
3156
$3K ﹤0.01%
+200
3157
$3K ﹤0.01%
+131
3158
$3K ﹤0.01%
+100
3159
$3K ﹤0.01%
+300
3160
$3K ﹤0.01%
+165
3161
$3K ﹤0.01%
+132
3162
$3K ﹤0.01%
+517
3163
$3K ﹤0.01%
+2,680
3164
$3K ﹤0.01%
+127
3165
$3K ﹤0.01%
+117
3166
$3K ﹤0.01%
+5,700
3167
$3K ﹤0.01%
+121
3168
$3K ﹤0.01%
+300
3169
$3K ﹤0.01%
+54
3170
$3K ﹤0.01%
+117
3171
$3K ﹤0.01%
+500
3172
$3K ﹤0.01%
+49
3173
$3K ﹤0.01%
+75
3174
$3K ﹤0.01%
+125
3175
$3K ﹤0.01%
+21
125 126
127
128 129