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
3476
$1K ﹤0.01%
+39
3477
$1K ﹤0.01%
+3,500
3478
$1K ﹤0.01%
+18
3479
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+374
3480
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+49
3481
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+1,600
3482
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+150
3483
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+30
3484
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+71
3485
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+27
3486
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+325
3487
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+32
3488
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+17
3489
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+31
3490
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+59
3491
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+500
3492
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+21
3493
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+218
3494
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+21
3495
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+33
3496
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+257
3497
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+30
3498
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+24
3499
$1K ﹤0.01%
+28
3500
$1K ﹤0.01%
+23