We are live on ! Find out more
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
2401
$13K ﹤0.01%
+600
2402
$13K ﹤0.01%
+2,000
2403
$13K ﹤0.01%
+681
2404
$13K ﹤0.01%
+1,350
2405
$13K ﹤0.01%
+266
2406
$13K ﹤0.01%
+378
2407
$13K ﹤0.01%
+385
2408
$13K ﹤0.01%
+600
2409
$13K ﹤0.01%
+1,000
2410
$13K ﹤0.01%
+140
2411
$13K ﹤0.01%
+187
2412
$13K ﹤0.01%
+330
2413
$13K ﹤0.01%
+1,575
2414
$13K ﹤0.01%
+353
2415
$13K ﹤0.01%
+581
2416
$13K ﹤0.01%
+556
2417
$13K ﹤0.01%
+700
2418
$13K ﹤0.01%
+1,250
2419
$13K ﹤0.01%
+521
2420
$13K ﹤0.01%
+750
2421
$13K ﹤0.01%
+211
2422
$13K ﹤0.01%
+158
2423
$13K ﹤0.01%
+1,000
2424
$13K ﹤0.01%
+930
2425
$13K ﹤0.01%
+235
95 96
97
98 99