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
2576
$10K ﹤0.01%
+1,100
2577
$10K ﹤0.01%
+13,530
2578
$10K ﹤0.01%
+950
2579
$10K ﹤0.01%
+333
2580
$10K ﹤0.01%
+410
2581
$10K ﹤0.01%
+580
2582
$10K ﹤0.01%
+1,361
2583
$10K ﹤0.01%
+2,750
2584
$10K ﹤0.01%
+338
2585
$10K ﹤0.01%
+225
2586
$10K ﹤0.01%
+425
2587
$10K ﹤0.01%
+500
2588
$10K ﹤0.01%
+657
2589
$10K ﹤0.01%
+1,823
2590
$10K ﹤0.01%
+1,368
2591
$10K ﹤0.01%
+302
2592
$9K ﹤0.01%
+372
2593
$9K ﹤0.01%
+214
2594
$9K ﹤0.01%
+505
2595
$9K ﹤0.01%
+10,000
2596
$9K ﹤0.01%
+180
2597
$9K ﹤0.01%
+390
2598
$9K ﹤0.01%
+605
2599
$9K ﹤0.01%
+3,400
2600
$9K ﹤0.01%
+230
102 103
104
105 106