We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3201
$3K ﹤0.01%
+500
3202
$3K ﹤0.01%
+49
3203
$3K ﹤0.01%
+75
3204
$3K ﹤0.01%
+125
3205
$3K ﹤0.01%
+21
3206
– –
0
3207
$3K ﹤0.01%
+58
3208
$3K ﹤0.01%
+65
3209
$3K ﹤0.01%
+200
3210
$3K ﹤0.01%
+450
3211
$3K ﹤0.01%
+74
3212
$3K ﹤0.01%
+285
3213
$3K ﹤0.01%
+109
3214
$3K ﹤0.01%
+87
3215
$3K ﹤0.01%
+500
3216
$3K ﹤0.01%
+200
3217
$3K ﹤0.01%
+137
3218
$3K ﹤0.01%
+171
3219
$3K ﹤0.01%
+775
3220
$3K ﹤0.01%
+500
3221
$3K ﹤0.01%
+1,100
3222
$3K ﹤0.01%
+600
3223
$3K ﹤0.01%
+44
3224
$3K ﹤0.01%
+431
3225
$3K ﹤0.01%
+521
127 128
129
130 131