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
1926
$29K ﹤0.01%
+20,348
1927
$29K ﹤0.01%
+2,100
1928
$29K ﹤0.01%
+653
1929
$29K ﹤0.01%
+1,412
1930
$29K ﹤0.01%
+1,090
1931
$29K ﹤0.01%
+915
1932
$29K ﹤0.01%
+2,672
1933
$29K ﹤0.01%
+1,092
1934
$29K ﹤0.01%
+377
1935
$29K ﹤0.01%
+1,790
1936
$29K ﹤0.01%
+2,452
1937
$29K ﹤0.01%
+474
1938
$29K ﹤0.01%
+1,077
1939
$29K ﹤0.01%
+655
1940
$29K ﹤0.01%
+973
1941
$29K ﹤0.01%
+1,357
1942
$29K ﹤0.01%
+2,483
1943
$29K ﹤0.01%
+2,299
1944
$29K ﹤0.01%
+4,702
1945
$28K ﹤0.01%
+8
1946
$28K ﹤0.01%
+3,118
1947
$28K ﹤0.01%
+493
1948
$28K ﹤0.01%
+1,020
1949
$28K ﹤0.01%
+718
1950
$28K ﹤0.01%
+6,215
76 77
78
79 80