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
3376
$2K ﹤0.01%
+39
3377
$2K ﹤0.01%
+80
3378
$2K ﹤0.01%
+32
3379
$2K ﹤0.01%
+170
3380
$2K ﹤0.01%
+75
3381
$2K ﹤0.01%
+133
3382
$2K ﹤0.01%
+91
3383
$2K ﹤0.01%
+71
3384
$2K ﹤0.01%
+197
3385
$2K ﹤0.01%
+98
3386
$2K ﹤0.01%
+216
3387
$2K ﹤0.01%
+430
3388
$2K ﹤0.01%
+220
3389
$2K ﹤0.01%
+200
3390
$2K ﹤0.01%
+22
3391
$2K ﹤0.01%
+30
3392
$2K ﹤0.01%
+112
3393
$2K ﹤0.01%
+1,500
3394
$2K ﹤0.01%
+61
3395
$2K ﹤0.01%
+150
3396
$2K ﹤0.01%
+23
3397
$2K ﹤0.01%
+100
3398
$2K ﹤0.01%
+600
3399
$2K ﹤0.01%
+150
3400
$2K ﹤0.01%
+1,686
134 135
136
137 138