IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$35.7M
2
+$28.1M
3
+$20.3M
4
PG icon
Procter & Gamble
PG
+$19.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Consumer Staples 6.4%
4 Technology 6.09%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.46M 0.1%
+8,077
227
$1.45M 0.1%
+18,511
228
$1.45M 0.1%
+49,992
229
$1.42M 0.1%
+21,916
230
$1.42M 0.1%
+32,707
231
$1.41M 0.09%
+44,447
232
$1.41M 0.09%
+20,230
233
$1.41M 0.09%
+28,335
234
$1.4M 0.09%
+18,161
235
$1.39M 0.09%
+40,849
236
$1.38M 0.09%
+65,867
237
$1.37M 0.09%
+10,825
238
$1.37M 0.09%
+46,590
239
$1.36M 0.09%
+33,238
240
$1.35M 0.09%
+21,857
241
$1.35M 0.09%
+11,952
242
$1.34M 0.09%
+18,944
243
$1.32M 0.09%
+15,571
244
$1.31M 0.09%
+19,731
245
$1.31M 0.09%
+255,056
246
$1.31M 0.09%
+151,656
247
$1.31M 0.09%
+24,434
248
$1.31M 0.09%
+97,901
249
$1.3M 0.09%
+43,228
250
$1.29M 0.09%
+54,906
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