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IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2276
$16K ﹤0.01%
+3,125
2277
$16K ﹤0.01%
+829
2278
$16K ﹤0.01%
+1,671
2279
$16K ﹤0.01%
+360
2280
$16K ﹤0.01%
+2,565
2281
$16K ﹤0.01%
+1,745
2282
$16K ﹤0.01%
+1,118
2283
$16K ﹤0.01%
+580
2284
$16K ﹤0.01%
+915
2285
$16K ﹤0.01%
+343
2286
$16K ﹤0.01%
+1,209
2287
$16K ﹤0.01%
+1,083
2288
$16K ﹤0.01%
+256
2289
$16K ﹤0.01%
+1,006
2290
$16K ﹤0.01%
+1,973
2291
$16K ﹤0.01%
+462
2292
$16K ﹤0.01%
+453
2293
$16K ﹤0.01%
+256
2294
$16K ﹤0.01%
+6,600
2295
$16K ﹤0.01%
+688
2296
$16K ﹤0.01%
+158
2297
$16K ﹤0.01%
+2,256
2298
$16K ﹤0.01%
+481
2299
$16K ﹤0.01%
+1,700
2300
$16K ﹤0.01%
+475
90 91
92
93 94