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
2451
$12K ﹤0.01%
+505
2452
$12K ﹤0.01%
+284
2453
$12K ﹤0.01%
+5,130
2454
$12K ﹤0.01%
+308
2455
$12K ﹤0.01%
+399
2456
$12K ﹤0.01%
+7,450
2457
$12K ﹤0.01%
+580
2458
$12K ﹤0.01%
+500
2459
$12K ﹤0.01%
+234
2460
$12K ﹤0.01%
+180
2461
$12K ﹤0.01%
+574
2462
$12K ﹤0.01%
+888
2463
$12K ﹤0.01%
+1,092
2464
$12K ﹤0.01%
+112
2465
$12K ﹤0.01%
+1,288
2466
$12K ﹤0.01%
+505
2467
$12K ﹤0.01%
+255
2468
$12K ﹤0.01%
+1,173
2469
$12K ﹤0.01%
+214
2470
$12K ﹤0.01%
+417
2471
$12K ﹤0.01%
+517
2472
$12K ﹤0.01%
+542
2473
$12K ﹤0.01%
+1,000
2474
$12K ﹤0.01%
+3,590
2475
$12K ﹤0.01%
+1,725