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
1251
$87K 0.01%
+6,617
1252
$87K 0.01%
+1,534
1253
$86K 0.01%
+3,224
1254
$86K 0.01%
+2,593
1255
$86K 0.01%
+583
1256
$86K 0.01%
+10,760
1257
$86K 0.01%
+6,420
1258
$86K 0.01%
+3,151
1259
$86K 0.01%
+26,923
1260
$85K 0.01%
+6,155
1261
$85K 0.01%
+10,926
1262
$85K 0.01%
+1,084
1263
$85K 0.01%
+13,970
1264
$85K 0.01%
+3,420
1265
$85K 0.01%
+1,586
1266
$85K 0.01%
+1,068
1267
$85K 0.01%
+38,164
1268
$85K 0.01%
+5,051
1269
$84K 0.01%
+1,625
1270
$84K 0.01%
+7,343
1271
$84K 0.01%
+1,743
1272
$84K 0.01%
+1,000
1273
$84K 0.01%
+1,028
1274
$84K 0.01%
+2,345
1275
$84K 0.01%
+2,345
49 50
51
52 53