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
3351
$2K ﹤0.01%
+67
3352
$2K ﹤0.01%
+47
3353
$2K ﹤0.01%
+50
3354
$2K ﹤0.01%
+543
3355
$2K ﹤0.01%
+17
3356
$2K ﹤0.01%
+50
3357
$2K ﹤0.01%
+24
3358
$2K ﹤0.01%
+62
3359
– –
0
3360
$2K ﹤0.01%
+4
3361
$2K ﹤0.01%
+106
3362
$2K ﹤0.01%
+15
3363
$2K ﹤0.01%
+100
3364
$2K ﹤0.01%
+100
3365
$2K ﹤0.01%
+78
3366
$2K ﹤0.01%
+103
3367
$2K ﹤0.01%
+200
3368
$2K ﹤0.01%
+100
3369
$2K ﹤0.01%
+70
3370
$2K ﹤0.01%
+67
3371
$2K ﹤0.01%
+540
3372
$2K ﹤0.01%
+250
3373
$2K ﹤0.01%
+20
3374
$2K ﹤0.01%
+280
3375
$2K ﹤0.01%
+4
133 134
135
136 137