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
3501
– –
0
3502
$1K ﹤0.01%
+36
3503
$1K ﹤0.01%
+12
3504
$1K ﹤0.01%
+70
3505
$1K ﹤0.01%
+200
3506
$1K ﹤0.01%
+18
3507
$1K ﹤0.01%
+111
3508
$1K ﹤0.01%
+10
3509
$1K ﹤0.01%
+24
3510
$1K ﹤0.01%
+99
3511
$1K ﹤0.01%
+500
3512
$1K ﹤0.01%
+2
3513
$1K ﹤0.01%
+46
3514
$1K ﹤0.01%
+100
3515
$1K ﹤0.01%
+19
3516
$1K ﹤0.01%
+55
3517
$1K ﹤0.01%
+50
3518
$1K ﹤0.01%
+60
3519
$1K ﹤0.01%
+2,700
3520
$1K ﹤0.01%
+476
3521
$1K ﹤0.01%
+10
3522
$1K ﹤0.01%
+200
3523
$1K ﹤0.01%
+158
3524
$1K ﹤0.01%
+70
3525
$1K ﹤0.01%
+1,471
139 140
141
142 143