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
2476
$12K ﹤0.01%
+772
2477
$12K ﹤0.01%
+239
2478
$12K ﹤0.01%
+1,150
2479
$12K ﹤0.01%
+400
2480
$12K ﹤0.01%
+675
2481
$12K ﹤0.01%
+787
2482
$12K ﹤0.01%
+1,000
2483
$12K ﹤0.01%
+234
2484
$12K ﹤0.01%
+180
2485
$12K ﹤0.01%
+574
2486
$12K ﹤0.01%
+3,590
2487
$12K ﹤0.01%
+1,725
2488
$12K ﹤0.01%
+767
2489
$11K ﹤0.01%
+4,536
2490
$11K ﹤0.01%
+810
2491
$11K ﹤0.01%
+221
2492
$11K ﹤0.01%
+354
2493
$11K ﹤0.01%
+1,082
2494
$11K ﹤0.01%
+355
2495
$11K ﹤0.01%
+201
2496
$11K ﹤0.01%
+342
2497
$11K ﹤0.01%
+100
2498
$11K ﹤0.01%
+1,000
2499
$11K ﹤0.01%
+1,000
2500
$11K ﹤0.01%
+90
98 99
100
101 102