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
3776
$0 ﹤0.01%
+1,598
3777
$0 ﹤0.01%
+499
3778
$0 ﹤0.01%
+1,000
3779
$0 ﹤0.01%
+22
3780
$0 ﹤0.01%
+75
3781
$0 ﹤0.01%
+60
3782
– –
0
3783
$0 ﹤0.01%
+767
3784
$0 ﹤0.01%
+3,379
3785
$0 ﹤0.01%
+15
3786
$0 ﹤0.01%
+5,105
3787
$0 ﹤0.01%
+3,000
3788
$0 ﹤0.01%
+296
3789
$0 ﹤0.01%
+1,000
3790
$0 ﹤0.01%
+50
3791
$0 ﹤0.01%
+4
3792
$0 ﹤0.01%
+35,000
3793
$0 ﹤0.01%
+113
3794
$0 ﹤0.01%
+1,650
3795
$0 ﹤0.01%
+100
3796
$0 ﹤0.01%
+100
3797
$0 ﹤0.01%
+30
3798
$0 ﹤0.01%
+37
3799
$0 ﹤0.01%
+1,000
3800
$0 ﹤0.01%
+200
150 151
152
153 154