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
3851
$0 ﹤0.01%
+48
3852
$0 ﹤0.01%
+22
3853
$0 ﹤0.01%
+28
3854
$0 ﹤0.01%
+4
3855
$0 ﹤0.01%
+3
3856
$0 ﹤0.01%
+16
3857
$0 ﹤0.01%
+4
3858
$0 ﹤0.01%
+58
3859
$0 ﹤0.01%
+29
3860
$0 ﹤0.01%
+6
3861
$0 ﹤0.01%
+30
3862
$0 ﹤0.01%
+21
3863
$0 ﹤0.01%
+200
3864
$0 ﹤0.01%
+30
3865
$0 ﹤0.01%
+41
3866
$0 ﹤0.01%
+13
3867
$0 ﹤0.01%
+7
3868
$0 ﹤0.01%
+7
3869
$0 ﹤0.01%
+9
3870
$0 ﹤0.01%
+200
3871
$0 ﹤0.01%
+128
3872
0
3873
$0 ﹤0.01%
+5
3874
$0 ﹤0.01%
+197
3875
$0 ﹤0.01%
+133