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
1351
$73K ﹤0.01%
+5,584
1352
$73K ﹤0.01%
+4,598
1353
$73K ﹤0.01%
+3,664
1354
$73K ﹤0.01%
+1,719
1355
$73K ﹤0.01%
+1,713
1356
$73K ﹤0.01%
+641
1357
$73K ﹤0.01%
+2,613
1358
$73K ﹤0.01%
+957
1359
$73K ﹤0.01%
+4,684
1360
$73K ﹤0.01%
+2,549
1361
$72K ﹤0.01%
+2,281
1362
$72K ﹤0.01%
+2,755
1363
$72K ﹤0.01%
+2,032
1364
$72K ﹤0.01%
+1,043
1365
$72K ﹤0.01%
+563
1366
$72K ﹤0.01%
+1,681
1367
$72K ﹤0.01%
+9,986
1368
$72K ﹤0.01%
+3,598
1369
$72K ﹤0.01%
+2,686
1370
$72K ﹤0.01%
+1,239
1371
$72K ﹤0.01%
+1,544
1372
$71K ﹤0.01%
+8,168
1373
$71K ﹤0.01%
+973
1374
$71K ﹤0.01%
+5,023
1375
$71K ﹤0.01%
+1,413
53 54
55
56 57