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
3276
$2K ﹤0.01%
+4
3277
$2K ﹤0.01%
+51
3278
$2K ﹤0.01%
+191
3279
$2K ﹤0.01%
+68
3280
$2K ﹤0.01%
+80
3281
$2K ﹤0.01%
+60
3282
$2K ﹤0.01%
+253
3283
$2K ﹤0.01%
+283
3284
$2K ﹤0.01%
+80
3285
$2K ﹤0.01%
+140
3286
$2K ﹤0.01%
+24
3287
$2K ﹤0.01%
+28
3288
$2K ﹤0.01%
+32
3289
$2K ﹤0.01%
+29
3290
$2K ﹤0.01%
+51
3291
$2K ﹤0.01%
+83
3292
$2K ﹤0.01%
+358
3293
$2K ﹤0.01%
+100
3294
$2K ﹤0.01%
+203
3295
$2K ﹤0.01%
+200
3296
$2K ﹤0.01%
+200
3297
$2K ﹤0.01%
+100
3298
$2K ﹤0.01%
+122
3299
$2K ﹤0.01%
+113
3300
$2K ﹤0.01%
+39
130 131
132
133 134