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
3626
$1K ﹤0.01%
+11
3627
$1K ﹤0.01%
+52
3628
$1K ﹤0.01%
+225
3629
$1K ﹤0.01%
+225
3630
$1K ﹤0.01%
+18
3631
$1K ﹤0.01%
+100
3632
$1K ﹤0.01%
+3
3633
$1K ﹤0.01%
+26
3634
$1K ﹤0.01%
+127
3635
$1K ﹤0.01%
+96
3636
$1K ﹤0.01%
+100
3637
$1K ﹤0.01%
+8
3638
$1K ﹤0.01%
+57
3639
$1K ﹤0.01%
+178
3640
$1K ﹤0.01%
+92
3641
$1K ﹤0.01%
+231
3642
$1K ﹤0.01%
+96
3643
$1K ﹤0.01%
+1,000
3644
$1K ﹤0.01%
+13
3645
$1K ﹤0.01%
+14
3646
$1K ﹤0.01%
+40
3647
$1K ﹤0.01%
+83
3648
$1K ﹤0.01%
+64
3649
$1K ﹤0.01%
+2,625
3650
$1K ﹤0.01%
+15
144 145
146
147 148