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
3176
0
3177
$3K ﹤0.01%
+58
3178
$3K ﹤0.01%
+65
3179
$3K ﹤0.01%
+200
3180
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+450
3181
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+74
3182
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+285
3183
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+109
3184
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+87
3185
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+500
3186
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+171
3187
$3K ﹤0.01%
+775
3188
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+500
3189
$3K ﹤0.01%
+1,100
3190
$3K ﹤0.01%
+600
3191
$3K ﹤0.01%
+44
3192
$3K ﹤0.01%
+431
3193
$3K ﹤0.01%
+521
3194
$3K ﹤0.01%
+84
3195
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+410
3196
$3K ﹤0.01%
+257
3197
$3K ﹤0.01%
+282
3198
$3K ﹤0.01%
+681
3199
$3K ﹤0.01%
+141
3200
$3K ﹤0.01%
+330