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
2876
$6K ﹤0.01%
+1,100
2877
$6K ﹤0.01%
+500
2878
$6K ﹤0.01%
+265
2879
$6K ﹤0.01%
+200
2880
$6K ﹤0.01%
+144
2881
$6K ﹤0.01%
+443
2882
$6K ﹤0.01%
+100
2883
$6K ﹤0.01%
+200
2884
$6K ﹤0.01%
+210
2885
$6K ﹤0.01%
+44
2886
$6K ﹤0.01%
+360
2887
$6K ﹤0.01%
+4,400
2888
$6K ﹤0.01%
+250
2889
$6K ﹤0.01%
+356
2890
$6K ﹤0.01%
+500
2891
$6K ﹤0.01%
+1,000
2892
$6K ﹤0.01%
+140
2893
$6K ﹤0.01%
+316
2894
$6K ﹤0.01%
+121
2895
$6K ﹤0.01%
+200
2896
$6K ﹤0.01%
+350
2897
$6K ﹤0.01%
+222
2898
$6K ﹤0.01%
+209
2899
$6K ﹤0.01%
+1,970
2900
$6K ﹤0.01%
+420