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
3551
– –
0
3552
$1K ﹤0.01%
+8,500
3553
$1K ﹤0.01%
+230
3554
$1K ﹤0.01%
+17
3555
$1K ﹤0.01%
+90
3556
$1K ﹤0.01%
+38
3557
$1K ﹤0.01%
+77
3558
$1K ﹤0.01%
+71
3559
$1K ﹤0.01%
+200
3560
$1K ﹤0.01%
+20
3561
$1K ﹤0.01%
+17
3562
$1K ﹤0.01%
+161
3563
$1K ﹤0.01%
+200
3564
$1K ﹤0.01%
+1
3565
$1K ﹤0.01%
+11
3566
$1K ﹤0.01%
+16
3567
$1K ﹤0.01%
+58
3568
$1K ﹤0.01%
+54
3569
$1K ﹤0.01%
+300
3570
$1K ﹤0.01%
+21
3571
$1K ﹤0.01%
+36
3572
– –
0
3573
$1K ﹤0.01%
+100
3574
$1K ﹤0.01%
+1,516
3575
$1K ﹤0.01%
+300
141 142
143
144 145