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
2201
$18K ﹤0.01%
+5,200
2202
$18K ﹤0.01%
+1,480
2203
$18K ﹤0.01%
+200
2204
$18K ﹤0.01%
+250
2205
$18K ﹤0.01%
+727
2206
$18K ﹤0.01%
+400
2207
$18K ﹤0.01%
+307
2208
$18K ﹤0.01%
+1,065
2209
$18K ﹤0.01%
+531
2210
$18K ﹤0.01%
+625
2211
$18K ﹤0.01%
+5,437
2212
$18K ﹤0.01%
+1,050
2213
$18K ﹤0.01%
+220
2214
$18K ﹤0.01%
+322
2215
$18K ﹤0.01%
+745
2216
$18K ﹤0.01%
+890
2217
$18K ﹤0.01%
+375
2218
$18K ﹤0.01%
+49
2219
$18K ﹤0.01%
+1,366
2220
$18K ﹤0.01%
+1,204
2221
$18K ﹤0.01%
+900
2222
$18K ﹤0.01%
+540
2223
– –
0
2224
$18K ﹤0.01%
+945
2225
$18K ﹤0.01%
+3,000
87 88
89
90 91