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
1476
$61K ﹤0.01%
+301
1477
$61K ﹤0.01%
+1,804
1478
$61K ﹤0.01%
+438
1479
$61K ﹤0.01%
+729
1480
$61K ﹤0.01%
+1,386
1481
$60K ﹤0.01%
+629
1482
$60K ﹤0.01%
+5,229
1483
$60K ﹤0.01%
+2,243
1484
$60K ﹤0.01%
+2,933
1485
$60K ﹤0.01%
+912
1486
$60K ﹤0.01%
+1,076
1487
$60K ﹤0.01%
+1,700
1488
$60K ﹤0.01%
+2,655
1489
$60K ﹤0.01%
+4,312
1490
$60K ﹤0.01%
+3,266
1491
$60K ﹤0.01%
+3,810
1492
$60K ﹤0.01%
+2,371
1493
$60K ﹤0.01%
+2,415
1494
$60K ﹤0.01%
+13,375
1495
$59K ﹤0.01%
+6,198
1496
$59K ﹤0.01%
+736
1497
$59K ﹤0.01%
+7,518
1498
$59K ﹤0.01%
+14,526
1499
$59K ﹤0.01%
+1,513
1500
$58K ﹤0.01%
+5,386
58 59
60
61 62