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
2526
$11K ﹤0.01%
+817
2527
$11K ﹤0.01%
+629
2528
$11K ﹤0.01%
+1,586
2529
$11K ﹤0.01%
+400
2530
$11K ﹤0.01%
+2,536
2531
$11K ﹤0.01%
+352
2532
$11K ﹤0.01%
+66
2533
$11K ﹤0.01%
+500
2534
$11K ﹤0.01%
+775
2535
$11K ﹤0.01%
+224
2536
$11K ﹤0.01%
+85
2537
$11K ﹤0.01%
+518
2538
$11K ﹤0.01%
+595
2539
$11K ﹤0.01%
+491
2540
$11K ﹤0.01%
+915
2541
$11K ﹤0.01%
+155
2542
$11K ﹤0.01%
+101
2543
$11K ﹤0.01%
+457
2544
$10K ﹤0.01%
+143
2545
$10K ﹤0.01%
+2,096
2546
$10K ﹤0.01%
+1,000
2547
$10K ﹤0.01%
+550
2548
$10K ﹤0.01%
+42
2549
$10K ﹤0.01%
+1,535
2550
$10K ﹤0.01%
+600
100 101
102
103 104