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
3201
$3K ﹤0.01%
+109
3202
$3K ﹤0.01%
+500
3203
$3K ﹤0.01%
+228
3204
$3K ﹤0.01%
+137
3205
$3K ﹤0.01%
+171
3206
$3K ﹤0.01%
+775
3207
$3K ﹤0.01%
+500
3208
$3K ﹤0.01%
+1,100
3209
$3K ﹤0.01%
+600
3210
$3K ﹤0.01%
+44
3211
$3K ﹤0.01%
+431
3212
$3K ﹤0.01%
+521
3213
$3K ﹤0.01%
+84
3214
$3K ﹤0.01%
+410
3215
$3K ﹤0.01%
+257
3216
$3K ﹤0.01%
+282
3217
$3K ﹤0.01%
+681
3218
$3K ﹤0.01%
+141
3219
$3K ﹤0.01%
+330
3220
$3K ﹤0.01%
+254
3221
$3K ﹤0.01%
+100
3222
$3K ﹤0.01%
+149
3223
$3K ﹤0.01%
+354
3224
$3K ﹤0.01%
+196
3225
$3K ﹤0.01%
+118