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
3676
$0 ﹤0.01%
+339
3677
$0 ﹤0.01%
+700
3678
$0 ﹤0.01%
+3
3679
$0 ﹤0.01%
+35
3680
$0 ﹤0.01%
+1,000
3681
$0 ﹤0.01%
+2,000
3682
$0 ﹤0.01%
+9
3683
$0 ﹤0.01%
+2
3684
$0 ﹤0.01%
+4
3685
$0 ﹤0.01%
+1,700
3686
– –
0
3687
$0 ﹤0.01%
+2
3688
$0 ﹤0.01%
+4
3689
$0 ﹤0.01%
+44
3690
$0 ﹤0.01%
+4
3691
$0 ﹤0.01%
+10
3692
$0 ﹤0.01%
+5
3693
$0 ﹤0.01%
+1,018
3694
$0 ﹤0.01%
+6
3695
$0 ﹤0.01%
+1,000
3696
$0 ﹤0.01%
+2,565
3697
$0 ﹤0.01%
+62
3698
$0 ﹤0.01%
+15,000
3699
$0 ﹤0.01%
+123
3700
$0 ﹤0.01%
+21
146 147
148
149 150