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
3301
$2K ﹤0.01%
+122
3302
$2K ﹤0.01%
+100
3303
$2K ﹤0.01%
+100
3304
$2K ﹤0.01%
+68
3305
$2K ﹤0.01%
+64
3306
$2K ﹤0.01%
+35
3307
$2K ﹤0.01%
+39
3308
$2K ﹤0.01%
+20
3309
$2K ﹤0.01%
+5
3310
$2K ﹤0.01%
+219
3311
$2K ﹤0.01%
+138
3312
$2K ﹤0.01%
+250
3313
$2K ﹤0.01%
+20
3314
$2K ﹤0.01%
+91
3315
$2K ﹤0.01%
+71
3316
$2K ﹤0.01%
+197
3317
$2K ﹤0.01%
+98
3318
$2K ﹤0.01%
+216
3319
$2K ﹤0.01%
+430
3320
$2K ﹤0.01%
+100
3321
$2K ﹤0.01%
+29
3322
$2K ﹤0.01%
+51
3323
$2K ﹤0.01%
+75
3324
$2K ﹤0.01%
+105
3325
$2K ﹤0.01%
+305
131 132
133
134 135