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
2076
$23K ﹤0.01%
+349
2077
$23K ﹤0.01%
+974
2078
$23K ﹤0.01%
+4,607
2079
$23K ﹤0.01%
+280
2080
$23K ﹤0.01%
+1,798
2081
$23K ﹤0.01%
+1,030
2082
– –
0
2083
$23K ﹤0.01%
+1,733
2084
$22K ﹤0.01%
+1,075
2085
$22K ﹤0.01%
+608
2086
$22K ﹤0.01%
+16,811
2087
$22K ﹤0.01%
+511
2088
$22K ﹤0.01%
+1,504
2089
$22K ﹤0.01%
+3,307
2090
$22K ﹤0.01%
+2,002
2091
$22K ﹤0.01%
+1,280
2092
$22K ﹤0.01%
+276
2093
$22K ﹤0.01%
+3,861
2094
$22K ﹤0.01%
+990
2095
$22K ﹤0.01%
+1,359
2096
$22K ﹤0.01%
+1,625
2097
$22K ﹤0.01%
+2,184
2098
$22K ﹤0.01%
+1,670
2099
$22K ﹤0.01%
+433
2100
$22K ﹤0.01%
+399
82 83
84
85 86