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
2026
$25K ﹤0.01%
+248
2027
$25K ﹤0.01%
+1,650
2028
$25K ﹤0.01%
+571
2029
$25K ﹤0.01%
+2,500
2030
$25K ﹤0.01%
+702
2031
$25K ﹤0.01%
+977
2032
$25K ﹤0.01%
+717
2033
$25K ﹤0.01%
+1,575
2034
$25K ﹤0.01%
+876
2035
$24K ﹤0.01%
+1,350
2036
$24K ﹤0.01%
+898
2037
$24K ﹤0.01%
+391
2038
$24K ﹤0.01%
+840
2039
$24K ﹤0.01%
+1,847
2040
$24K ﹤0.01%
+330
2041
$24K ﹤0.01%
+3,000
2042
$24K ﹤0.01%
+1,339
2043
$24K ﹤0.01%
+1,783
2044
$24K ﹤0.01%
+1,294
2045
$24K ﹤0.01%
+1,600
2046
$24K ﹤0.01%
+594
2047
$24K ﹤0.01%
+505
2048
$24K ﹤0.01%
+715
2049
$24K ﹤0.01%
+1,522
2050
$24K ﹤0.01%
+5,120
80 81
82
83 84