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
3826
$0 ﹤0.01%
+26
3827
$0 ﹤0.01%
+41
3828
$0 ﹤0.01%
+118
3829
$0 ﹤0.01%
+665
3830
$0 ﹤0.01%
+7
3831
$0 ﹤0.01%
+7
3832
$0 ﹤0.01%
+4
3833
$0 ﹤0.01%
+110
3834
$0 ﹤0.01%
+3
3835
$0 ﹤0.01%
+40
3836
– –
0
3837
$0 ﹤0.01%
+8
3838
$0 ﹤0.01%
+45
3839
$0 ﹤0.01%
+200
3840
– –
0
3841
$0 ﹤0.01%
+12
3842
$0 ﹤0.01%
+500
3843
$0 ﹤0.01%
+11
3844
– –
0
3845
$0 ﹤0.01%
+18
3846
$0 ﹤0.01%
+4
3847
$0 ﹤0.01%
+1
3848
$0 ﹤0.01%
+30
3849
$0 ﹤0.01%
+2
3850
– –
0
152 153
154
155 156