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
2801
$7K ﹤0.01%
+225
2802
$7K ﹤0.01%
+24
2803
$7K ﹤0.01%
+1,000
2804
$7K ﹤0.01%
+538
2805
$7K ﹤0.01%
+252
2806
$7K ﹤0.01%
+140
2807
$7K ﹤0.01%
+325
2808
$7K ﹤0.01%
+500
2809
$7K ﹤0.01%
+138
2810
$7K ﹤0.01%
+115
2811
$7K ﹤0.01%
+11
2812
$6K ﹤0.01%
+208
2813
$6K ﹤0.01%
+756
2814
$6K ﹤0.01%
+1
2815
$6K ﹤0.01%
+1,000
2816
$6K ﹤0.01%
+544
2817
$6K ﹤0.01%
+29
2818
$6K ﹤0.01%
+41
2819
$6K ﹤0.01%
+200
2820
$6K ﹤0.01%
+43
2821
$6K ﹤0.01%
+192
2822
$6K ﹤0.01%
+300
2823
$6K ﹤0.01%
+106
2824
$6K ﹤0.01%
+272
2825
$6K ﹤0.01%
+180