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
3876
$0 ﹤0.01%
+9
3877
$0 ﹤0.01%
+50
3878
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3879
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3880
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3881
$0 ﹤0.01%
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3882
$0 ﹤0.01%
+10
3883
– –
0
3884
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+4
3885
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+7
3886
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+14
3887
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3888
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3889
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3890
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3891
$0 ﹤0.01%
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3892
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3893
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3894
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3895
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+11
3896
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0
3897
$0 ﹤0.01%
+2
3898
$0 ﹤0.01%
+60
3899
$0 ﹤0.01%
+10
3900
– –
0
154 155
156
157 158