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
3651
$1K ﹤0.01%
+34
3652
$1K ﹤0.01%
+60
3653
$1K ﹤0.01%
+40
3654
$1K ﹤0.01%
+7
3655
$1K ﹤0.01%
+250
3656
$1K ﹤0.01%
+5
3657
$1K ﹤0.01%
+123
3658
$1K ﹤0.01%
+34
3659
$1K ﹤0.01%
+32
3660
$1K ﹤0.01%
+32
3661
$1K ﹤0.01%
+106
3662
$1K ﹤0.01%
+15
3663
$1K ﹤0.01%
+43
3664
$1K ﹤0.01%
+100
3665
$0 ﹤0.01%
+80
3666
– –
0
3667
$0 ﹤0.01%
+1
3668
$0 ﹤0.01%
+600
3669
$0 ﹤0.01%
+10,000
3670
$0 ﹤0.01%
+25
3671
$0 ﹤0.01%
+2,500
3672
$0 ﹤0.01%
+35
3673
$0 ﹤0.01%
+20
3674
$0 ﹤0.01%
+6
3675
$0 ﹤0.01%
+1,159
145 146
147
148 149