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
3726
$0 ﹤0.01%
+150
3727
– –
0
3728
$0 ﹤0.01%
+26
3729
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+1
3730
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+131
3731
$0 ﹤0.01%
+1
3732
$0 ﹤0.01%
+642
3733
$0 ﹤0.01%
+1
3734
$0 ﹤0.01%
+28
3735
$0 ﹤0.01%
+1
3736
$0 ﹤0.01%
+26
3737
$0 ﹤0.01%
+30
3738
$0 ﹤0.01%
+7
3739
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3740
$0 ﹤0.01%
+2
3741
$0 ﹤0.01%
+5
3742
$0 ﹤0.01%
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3743
$0 ﹤0.01%
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3744
$0 ﹤0.01%
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3745
$0 ﹤0.01%
+30
3746
$0 ﹤0.01%
+63
3747
$0 ﹤0.01%
+4
3748
$0 ﹤0.01%
+50
3749
$0 ﹤0.01%
+123
3750
$0 ﹤0.01%
+5
148 149
150
151 152