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
3251
$3K ﹤0.01%
+313
3252
$3K ﹤0.01%
+21
3253
– –
0
3254
$3K ﹤0.01%
+58
3255
$3K ﹤0.01%
+65
3256
$3K ﹤0.01%
+200
3257
$3K ﹤0.01%
+120
3258
$3K ﹤0.01%
+250
3259
$3K ﹤0.01%
+1,897
3260
$3K ﹤0.01%
+550
3261
$2K ﹤0.01%
+300
3262
$2K ﹤0.01%
+50
3263
$2K ﹤0.01%
+142
3264
$2K ﹤0.01%
+5,000
3265
$2K ﹤0.01%
+2,981
3266
$2K ﹤0.01%
+184
3267
$2K ﹤0.01%
+2,000
3268
$2K ﹤0.01%
+52
3269
$2K ﹤0.01%
+116
3270
$2K ﹤0.01%
+958
3271
$2K ﹤0.01%
+56
3272
$2K ﹤0.01%
+100
3273
$2K ﹤0.01%
+233
3274
$2K ﹤0.01%
+36
3275
$2K ﹤0.01%
+200
129 130
131
132 133