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
3301
$2K ﹤0.01%
+128
3302
$2K ﹤0.01%
+2
3303
$2K ﹤0.01%
+400
3304
$2K ﹤0.01%
+40
3305
$2K ﹤0.01%
+75
3306
$2K ﹤0.01%
+105
3307
$2K ﹤0.01%
+305
3308
$2K ﹤0.01%
+86
3309
$2K ﹤0.01%
+64
3310
$2K ﹤0.01%
+35
3311
$2K ﹤0.01%
+240
3312
$2K ﹤0.01%
+58
3313
$2K ﹤0.01%
+41
3314
$2K ﹤0.01%
+500
3315
$2K ﹤0.01%
+98
3316
$2K ﹤0.01%
+165
3317
$2K ﹤0.01%
+5
3318
$2K ﹤0.01%
+21
3319
$2K ﹤0.01%
+122
3320
$2K ﹤0.01%
+46
3321
$2K ﹤0.01%
+88
3322
$2K ﹤0.01%
+29
3323
$2K ﹤0.01%
+39
3324
$2K ﹤0.01%
+20
3325
$2K ﹤0.01%
+151
131 132
133
134 135