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
2426
$13K ﹤0.01%
+135
2427
$13K ﹤0.01%
+363
2428
$13K ﹤0.01%
+400
2429
$13K ﹤0.01%
+332
2430
$13K ﹤0.01%
+4,686
2431
$13K ﹤0.01%
+140
2432
$13K ﹤0.01%
+187
2433
$13K ﹤0.01%
+330
2434
$13K ﹤0.01%
+1,575
2435
$13K ﹤0.01%
+126
2436
$13K ﹤0.01%
+211
2437
$13K ﹤0.01%
+884
2438
$13K ﹤0.01%
+294
2439
$12K ﹤0.01%
+348
2440
$12K ﹤0.01%
+426
2441
$12K ﹤0.01%
+365
2442
$12K ﹤0.01%
+289
2443
$12K ﹤0.01%
+675
2444
$12K ﹤0.01%
+275
2445
$12K ﹤0.01%
+1,900
2446
$12K ﹤0.01%
+451
2447
$12K ﹤0.01%
+438
2448
$12K ﹤0.01%
+442
2449
$12K ﹤0.01%
+493
2450
$12K ﹤0.01%
+680