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
2326
$15K ﹤0.01%
+86
2327
$15K ﹤0.01%
+1,169
2328
$15K ﹤0.01%
+3,350
2329
$15K ﹤0.01%
+735
2330
$15K ﹤0.01%
+1,027
2331
$15K ﹤0.01%
+533
2332
$15K ﹤0.01%
+420
2333
$15K ﹤0.01%
+7,555
2334
$15K ﹤0.01%
+158
2335
$15K ﹤0.01%
+1,000
2336
$15K ﹤0.01%
+77
2337
$15K ﹤0.01%
+450
2338
$15K ﹤0.01%
+10,000
2339
$15K ﹤0.01%
+536
2340
$15K ﹤0.01%
+11,000
2341
$15K ﹤0.01%
+647
2342
$15K ﹤0.01%
+600
2343
$15K ﹤0.01%
+400
2344
$15K ﹤0.01%
+948
2345
$15K ﹤0.01%
+364
2346
$15K ﹤0.01%
+230
2347
$15K ﹤0.01%
+301
2348
$15K ﹤0.01%
+562
2349
$14K ﹤0.01%
+350
2350
$14K ﹤0.01%
+919