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
3151
$3K ﹤0.01%
+310
3152
$3K ﹤0.01%
+100
3153
$3K ﹤0.01%
+209
3154
$3K ﹤0.01%
+209
3155
$3K ﹤0.01%
+100
3156
$3K ﹤0.01%
+1,380
3157
$3K ﹤0.01%
+1,609
3158
$3K ﹤0.01%
+96
3159
$3K ﹤0.01%
+40
3160
$3K ﹤0.01%
+69
3161
$3K ﹤0.01%
+110
3162
$3K ﹤0.01%
+1,094
3163
$3K ﹤0.01%
+30
3164
$3K ﹤0.01%
+112
3165
$3K ﹤0.01%
+247
3166
$3K ﹤0.01%
+156
3167
$3K ﹤0.01%
+60
3168
$3K ﹤0.01%
+83
3169
$3K ﹤0.01%
+377
3170
$3K ﹤0.01%
+400
3171
$3K ﹤0.01%
+1,500
3172
$3K ﹤0.01%
+85
3173
$3K ﹤0.01%
+91
3174
$3K ﹤0.01%
+207
3175
$3K ﹤0.01%
+300