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
3326
$2K ﹤0.01%
+39
3327
$2K ﹤0.01%
+50
3328
$2K ﹤0.01%
+100
3329
$2K ﹤0.01%
+72
3330
$2K ﹤0.01%
+184
3331
$2K ﹤0.01%
+127
3332
$2K ﹤0.01%
+251
3333
$2K ﹤0.01%
+638
3334
$2K ﹤0.01%
+5
3335
$2K ﹤0.01%
+219
3336
$2K ﹤0.01%
+100
3337
$2K ﹤0.01%
+50
3338
$2K ﹤0.01%
+138
3339
$2K ﹤0.01%
+705
3340
$2K ﹤0.01%
+254
3341
$2K ﹤0.01%
+160
3342
$2K ﹤0.01%
+121
3343
$2K ﹤0.01%
+262
3344
– –
0
3345
– –
0
3346
$2K ﹤0.01%
+468
3347
– –
0
3348
$2K ﹤0.01%
+112
3349
$2K ﹤0.01%
+104
3350
$2K ﹤0.01%
+58
132 133
134
135 136