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
2176
$19K ﹤0.01%
+5,074
2177
$19K ﹤0.01%
+574
2178
$19K ﹤0.01%
+1,201
2179
$19K ﹤0.01%
+915
2180
$19K ﹤0.01%
+383
2181
$19K ﹤0.01%
+640
2182
$19K ﹤0.01%
+1,267
2183
$19K ﹤0.01%
+315
2184
$19K ﹤0.01%
+493
2185
$19K ﹤0.01%
+246
2186
$19K ﹤0.01%
+21,208
2187
$19K ﹤0.01%
+238
2188
$19K ﹤0.01%
+775
2189
$19K ﹤0.01%
+915
2190
$19K ﹤0.01%
+1,078
2191
$18K ﹤0.01%
+1,311
2192
$18K ﹤0.01%
+537
2193
$18K ﹤0.01%
+549
2194
$18K ﹤0.01%
+268
2195
$18K ﹤0.01%
+199
2196
$18K ﹤0.01%
+420
2197
$18K ﹤0.01%
+5,750
2198
$18K ﹤0.01%
+1,311
2199
$18K ﹤0.01%
+1,334
2200
$18K ﹤0.01%
+368
86 87
88
89 90