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
3801
$0 ﹤0.01%
+4
3802
$0 ﹤0.01%
+2,000
3803
$0 ﹤0.01%
+300
3804
$0 ﹤0.01%
+10
3805
$0 ﹤0.01%
+708
3806
$0 ﹤0.01%
+20
3807
$0 ﹤0.01%
+20
3808
$0 ﹤0.01%
+206
3809
$0 ﹤0.01%
+6
3810
$0 ﹤0.01%
+10
3811
$0 ﹤0.01%
+100
3812
$0 ﹤0.01%
+300
3813
$0 ﹤0.01%
+3
3814
$0 ﹤0.01%
+4
3815
$0 ﹤0.01%
+100
3816
– –
0
3817
$0 ﹤0.01%
+10
3818
$0 ﹤0.01%
+92
3819
$0 ﹤0.01%
+3,160
3820
$0 ﹤0.01%
+18
3821
$0 ﹤0.01%
+22
3822
– –
0
3823
$0 ﹤0.01%
+2
3824
$0 ﹤0.01%
+10
3825
$0 ﹤0.01%
+4
151 152
153
154 155