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
3276
$2K ﹤0.01%
+122
3277
$2K ﹤0.01%
+24
3278
$2K ﹤0.01%
+1,050
3279
$2K ﹤0.01%
+500
3280
$2K ﹤0.01%
+297
3281
$2K ﹤0.01%
+958
3282
$2K ﹤0.01%
+42
3283
$2K ﹤0.01%
+27,200
3284
$2K ﹤0.01%
+6,261
3285
$2K ﹤0.01%
+45
3286
$2K ﹤0.01%
+53
3287
$2K ﹤0.01%
+2,500
3288
$2K ﹤0.01%
+38
3289
$2K ﹤0.01%
+1,253
3290
$2K ﹤0.01%
+49
3291
$2K ﹤0.01%
+160
3292
$2K ﹤0.01%
+7
3293
$2K ﹤0.01%
+130
3294
$2K ﹤0.01%
+1,700
3295
$2K ﹤0.01%
+50
3296
$2K ﹤0.01%
+142
3297
$2K ﹤0.01%
+5,000
3298
$2K ﹤0.01%
+2,981
3299
$2K ﹤0.01%
+184
3300
$2K ﹤0.01%
+100
130 131
132
133 134