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
2551
$10K ﹤0.01%
+210
2552
$10K ﹤0.01%
+150
2553
$10K ﹤0.01%
+500
2554
$10K ﹤0.01%
+287
2555
$10K ﹤0.01%
+268
2556
$10K ﹤0.01%
+342
2557
$10K ﹤0.01%
+143
2558
$10K ﹤0.01%
+8
2559
$10K ﹤0.01%
+200
2560
$10K ﹤0.01%
+145
2561
$10K ﹤0.01%
+200
2562
$10K ﹤0.01%
+504
2563
$10K ﹤0.01%
+235
2564
$10K ﹤0.01%
+142
2565
$10K ﹤0.01%
+900
2566
$10K ﹤0.01%
+311
2567
$10K ﹤0.01%
+334
2568
$10K ﹤0.01%
+65
2569
$10K ﹤0.01%
+160
2570
$10K ﹤0.01%
+157
2571
$10K ﹤0.01%
+178
2572
$10K ﹤0.01%
+305
2573
$10K ﹤0.01%
+714
2574
$10K ﹤0.01%
+214
2575
$10K ﹤0.01%
+352
101 102
103
104 105