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
3426
$2K ﹤0.01%
+40
3427
$2K ﹤0.01%
+61
3428
$2K ﹤0.01%
+150
3429
$2K ﹤0.01%
+23
3430
$2K ﹤0.01%
+100
3431
$2K ﹤0.01%
+600
3432
$2K ﹤0.01%
+150
3433
– –
0
3434
$1K ﹤0.01%
+180
3435
$1K ﹤0.01%
+40
3436
$1K ﹤0.01%
+300
3437
$1K ﹤0.01%
+75
3438
$1K ﹤0.01%
+3
3439
$1K ﹤0.01%
+60
3440
$1K ﹤0.01%
+150
3441
$1K ﹤0.01%
+41
3442
$1K ﹤0.01%
+33
3443
$1K ﹤0.01%
+1,611
3444
$1K ﹤0.01%
+14
3445
$1K ﹤0.01%
+30
3446
$1K ﹤0.01%
+100
3447
$1K ﹤0.01%
+76
3448
$1K ﹤0.01%
+49
3449
$1K ﹤0.01%
+300
3450
$1K ﹤0.01%
+100
136 137
138
139 140