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
2301
$16K ﹤0.01%
+158
2302
$16K ﹤0.01%
+2,256
2303
$15K ﹤0.01%
+1,547
2304
$15K ﹤0.01%
+4,044
2305
$15K ﹤0.01%
+517
2306
$15K ﹤0.01%
+495
2307
$15K ﹤0.01%
+443
2308
$15K ﹤0.01%
+400
2309
$15K ﹤0.01%
+2,069
2310
$15K ﹤0.01%
+306
2311
$15K ﹤0.01%
+341
2312
$15K ﹤0.01%
+358
2313
$15K ﹤0.01%
+378
2314
$15K ﹤0.01%
+1,000
2315
$15K ﹤0.01%
+270
2316
$15K ﹤0.01%
+1,082
2317
$15K ﹤0.01%
+186
2318
$15K ﹤0.01%
+700
2319
$15K ﹤0.01%
+298
2320
$15K ﹤0.01%
+3,121
2321
$15K ﹤0.01%
+520
2322
$15K ﹤0.01%
+856
2323
$15K ﹤0.01%
+200
2324
$15K ﹤0.01%
+129
2325
$15K ﹤0.01%
+283
91 92
93
94 95