We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1976
$27K ﹤0.01%
+5,934
1977
$27K ﹤0.01%
+500
1978
$27K ﹤0.01%
+2,155
1979
$27K ﹤0.01%
+2,025
1980
$27K ﹤0.01%
+895
1981
$27K ﹤0.01%
+308
1982
$27K ﹤0.01%
+2,250
1983
$27K ﹤0.01%
+2,253
1984
$27K ﹤0.01%
+1,101
1985
$27K ﹤0.01%
+471
1986
$27K ﹤0.01%
+2,057
1987
$27K ﹤0.01%
+1,059
1988
$27K ﹤0.01%
+1,026
1989
$26K ﹤0.01%
+712
1990
$26K ﹤0.01%
+420
1991
$26K ﹤0.01%
+447
1992
$26K ﹤0.01%
+339
1993
$26K ﹤0.01%
+2,160
1994
$26K ﹤0.01%
+5,000
1995
$26K ﹤0.01%
+2,501
1996
$26K ﹤0.01%
+422
1997
$26K ﹤0.01%
+595
1998
$26K ﹤0.01%
+2,000
1999
$26K ﹤0.01%
+1,060
2000
$26K ﹤0.01%
+852
78 79
80
81 82