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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
2351
$14K ﹤0.01%
+152
2352
$14K ﹤0.01%
+659
2353
$14K ﹤0.01%
+24
2354
$14K ﹤0.01%
+435
2355
$14K ﹤0.01%
+709
2356
$14K ﹤0.01%
+500
2357
$14K ﹤0.01%
+1,659
2358
$14K ﹤0.01%
+760
2359
$14K ﹤0.01%
+1,150
2360
$14K ﹤0.01%
+2,468
2361
$14K ﹤0.01%
+370
2362
$14K ﹤0.01%
+1,228
2363
$14K ﹤0.01%
+270
2364
$14K ﹤0.01%
+316
2365
$14K ﹤0.01%
+600
2366
$14K ﹤0.01%
+200
2367
$14K ﹤0.01%
+231
2368
$14K ﹤0.01%
+139
2369
$14K ﹤0.01%
+178
2370
$14K ﹤0.01%
+769
2371
$14K ﹤0.01%
+1,003
2372
$14K ﹤0.01%
+172
2373
$14K ﹤0.01%
+602
2374
$14K ﹤0.01%
+242
2375
$14K ﹤0.01%
+136
93 94
95
96 97