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
2126
$21K ﹤0.01%
+700
2127
$21K ﹤0.01%
+1,650
2128
$21K ﹤0.01%
+2,500
2129
$21K ﹤0.01%
+408
2130
$21K ﹤0.01%
+2,895
2131
$21K ﹤0.01%
+300
2132
$21K ﹤0.01%
+3,300
2133
$21K ﹤0.01%
+1,400
2134
$21K ﹤0.01%
+150
2135
$21K ﹤0.01%
+1,333
2136
$21K ﹤0.01%
+551
2137
$21K ﹤0.01%
+1,074
2138
$21K ﹤0.01%
+471
2139
$21K ﹤0.01%
+413
2140
$20K ﹤0.01%
+1,703
2141
$20K ﹤0.01%
+1,535
2142
$20K ﹤0.01%
+3,200
2143
$20K ﹤0.01%
+450
2144
$20K ﹤0.01%
+750
2145
$20K ﹤0.01%
+738
2146
$20K ﹤0.01%
+570
2147
$20K ﹤0.01%
+888
2148
$20K ﹤0.01%
+477
2149
$20K ﹤0.01%
+182
2150
$20K ﹤0.01%
+1,300
84 85
86
87 88