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
2601
$9K ﹤0.01%
+188
2602
$9K ﹤0.01%
+210
2603
$9K ﹤0.01%
+1,281
2604
$9K ﹤0.01%
+219
2605
$9K ﹤0.01%
+415
2606
$9K ﹤0.01%
+701
2607
$9K ﹤0.01%
+170
2608
$9K ﹤0.01%
+362
2609
$9K ﹤0.01%
+120
2610
$9K ﹤0.01%
+74
2611
$9K ﹤0.01%
+95
2612
$9K ﹤0.01%
+825
2613
$9K ﹤0.01%
+179
2614
$9K ﹤0.01%
+174
2615
$9K ﹤0.01%
+886
2616
$9K ﹤0.01%
+785
2617
$9K ﹤0.01%
+130
2618
$9K ﹤0.01%
+200
2619
$9K ﹤0.01%
+3,899
2620
$9K ﹤0.01%
+20,101
2621
$9K ﹤0.01%
+7,000
2622
$9K ﹤0.01%
+111
2623
$9K ﹤0.01%
+254
2624
$9K ﹤0.01%
+200
2625
$9K ﹤0.01%
+500