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
301
$1.03M 0.07%
+15,147
302
$1.03M 0.07%
+20,142
303
$1.03M 0.07%
+66,278
304
$1.03M 0.07%
+18,211
305
$1.02M 0.07%
+8,196
306
$1.02M 0.07%
+18,139
307
$1.02M 0.07%
+27,090
308
$1.01M 0.07%
+75,885
309
$1.01M 0.07%
+17,705
310
$1M 0.07%
+17,327
311
$1M 0.07%
+7,873
312
$994K 0.07%
+30,892
313
$989K 0.07%
+61,785
314
$977K 0.07%
+14,402
315
$977K 0.07%
+68,154
316
$975K 0.07%
+70,790
317
$973K 0.07%
+12,666
318
$972K 0.07%
+74,620
319
$966K 0.06%
+14,063
320
$966K 0.06%
+8,557
321
$965K 0.06%
+24,379
322
$964K 0.06%
+52,256
323
$949K 0.06%
+13,649
324
$949K 0.06%
+31,880
325
$939K 0.06%
+39,380
11 12
13
14 15