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
276
$1.14M 0.08%
+28,168
277
$1.14M 0.08%
+28,428
278
$1.14M 0.08%
+21,266
279
$1.13M 0.08%
+14,331
280
$1.12M 0.08%
+8,169
281
$1.12M 0.08%
+14,128
282
$1.11M 0.07%
+27,590
283
$1.11M 0.07%
+37,158
284
$1.11M 0.07%
+71,326
285
$1.11M 0.07%
+61,714
286
$1.11M 0.07%
+12,530
287
$1.09M 0.07%
+47,234
288
$1.09M 0.07%
+31,761
289
$1.09M 0.07%
+46,819
290
$1.09M 0.07%
+16,910
291
$1.09M 0.07%
+27,599
292
$1.09M 0.07%
+52,977
293
$1.08M 0.07%
+10,384
294
$1.08M 0.07%
+47,939
295
$1.08M 0.07%
+72,819
296
$1.06M 0.07%
+50,053
297
$1.05M 0.07%
+46,889
298
$1.05M 0.07%
+13,716
299
$1.05M 0.07%
+32,963
300
$1.04M 0.07%
+39,173
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