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
3751
$0 ﹤0.01%
+1
3752
$0 ﹤0.01%
+56
3753
$0 ﹤0.01%
+7
3754
$0 ﹤0.01%
+33
3755
$0 ﹤0.01%
+125
3756
– –
0
3757
$0 ﹤0.01%
+8
3758
$0 ﹤0.01%
+18
3759
$0 ﹤0.01%
+7
3760
$0 ﹤0.01%
+50
3761
$0 ﹤0.01%
+50
3762
$0 ﹤0.01%
+211
3763
$0 ﹤0.01%
+400
3764
$0 ﹤0.01%
+1
3765
$0 ﹤0.01%
+10
3766
$0 ﹤0.01%
+1,200
3767
$0 ﹤0.01%
+250
3768
$0 ﹤0.01%
+150
3769
$0 ﹤0.01%
+34
3770
$0 ﹤0.01%
+18
3771
$0 ﹤0.01%
+45
3772
$0 ﹤0.01%
+200
3773
– –
0
3774
$0 ﹤0.01%
+175
3775
$0 ﹤0.01%
+4,113
149 150
151
152 153