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
3376
$2K ﹤0.01%
+83
3377
$2K ﹤0.01%
+358
3378
$2K ﹤0.01%
+100
3379
$2K ﹤0.01%
+203
3380
$2K ﹤0.01%
+160
3381
$2K ﹤0.01%
+121
3382
$2K ﹤0.01%
+262
3383
– –
0
3384
– –
0
3385
$2K ﹤0.01%
+468
3386
– –
0
3387
$2K ﹤0.01%
+112
3388
$2K ﹤0.01%
+104
3389
$2K ﹤0.01%
+58
3390
$2K ﹤0.01%
+67
3391
$2K ﹤0.01%
+47
3392
$2K ﹤0.01%
+50
3393
$2K ﹤0.01%
+543
3394
$2K ﹤0.01%
+17
3395
$2K ﹤0.01%
+50
3396
$2K ﹤0.01%
+24
3397
$2K ﹤0.01%
+62
3398
– –
0
3399
$2K ﹤0.01%
+4
3400
$2K ﹤0.01%
+106
134 135
136
137 138