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
3401
$2K ﹤0.01%
+70
3402
$2K ﹤0.01%
+200
3403
$2K ﹤0.01%
+50
3404
$2K ﹤0.01%
+177
3405
$2K ﹤0.01%
+63
3406
$2K ﹤0.01%
+361
3407
$2K ﹤0.01%
+169
3408
$2K ﹤0.01%
+110
3409
$2K ﹤0.01%
+37
3410
$2K ﹤0.01%
+272
3411
$2K ﹤0.01%
+1,000
3412
$2K ﹤0.01%
+293
3413
$2K ﹤0.01%
+100
3414
$2K ﹤0.01%
+200
3415
$2K ﹤0.01%
+200
3416
$2K ﹤0.01%
+122
3417
$2K ﹤0.01%
+24
3418
$2K ﹤0.01%
+1,050
3419
$2K ﹤0.01%
+500
3420
$2K ﹤0.01%
+297
3421
$2K ﹤0.01%
+42
3422
$2K ﹤0.01%
+27,200
3423
$2K ﹤0.01%
+6,261
3424
$2K ﹤0.01%
+45
3425
$2K ﹤0.01%
+53
135 136
137
138 139