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
2976
$5K ﹤0.01%
+200
2977
$5K ﹤0.01%
+500
2978
$5K ﹤0.01%
+300
2979
$5K ﹤0.01%
+225
2980
$5K ﹤0.01%
+330
2981
$5K ﹤0.01%
+321
2982
$5K ﹤0.01%
+386
2983
$5K ﹤0.01%
+78
2984
$5K ﹤0.01%
+185
2985
$5K ﹤0.01%
+406
2986
$5K ﹤0.01%
+177
2987
$5K ﹤0.01%
+2,478
2988
$5K ﹤0.01%
+1,000
2989
$5K ﹤0.01%
+19
2990
$5K ﹤0.01%
+423
2991
$5K ﹤0.01%
+275
2992
$5K ﹤0.01%
+348
2993
$5K ﹤0.01%
+470
2994
$5K ﹤0.01%
+203
2995
$5K ﹤0.01%
+308
2996
$5K ﹤0.01%
+101
2997
$5K ﹤0.01%
+1,707
2998
$5K ﹤0.01%
+256
2999
$5K ﹤0.01%
+546
3000
$5K ﹤0.01%
+2,000