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
1626
$49K ﹤0.01%
+2,124
1627
$49K ﹤0.01%
+2,235
1628
$49K ﹤0.01%
+3,687
1629
$49K ﹤0.01%
+1,211
1630
$49K ﹤0.01%
+1,390
1631
$49K ﹤0.01%
+2,836
1632
$49K ﹤0.01%
+1,263
1633
$49K ﹤0.01%
+2,834
1634
$49K ﹤0.01%
+17
1635
$48K ﹤0.01%
+1,244
1636
$48K ﹤0.01%
+2,953
1637
$48K ﹤0.01%
+826
1638
$48K ﹤0.01%
+2,200
1639
$48K ﹤0.01%
+1,492
1640
$48K ﹤0.01%
+3,364
1641
$48K ﹤0.01%
+2,437
1642
$48K ﹤0.01%
+635
1643
$48K ﹤0.01%
+3,101
1644
$48K ﹤0.01%
+811
1645
$48K ﹤0.01%
+1,196
1646
$48K ﹤0.01%
+950
1647
$47K ﹤0.01%
+469
1648
$47K ﹤0.01%
+2,995
1649
$47K ﹤0.01%
+2,005
1650
$47K ﹤0.01%
+2,456
64 65
66
67 68