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
3426
$2K ﹤0.01%
+2,500
3427
$2K ﹤0.01%
+38
3428
$2K ﹤0.01%
+1,253
3429
$2K ﹤0.01%
+49
3430
$2K ﹤0.01%
+160
3431
$2K ﹤0.01%
+7
3432
$2K ﹤0.01%
+130
3433
$2K ﹤0.01%
+1,700
3434
$1K ﹤0.01%
+36
3435
$1K ﹤0.01%
+12
3436
$1K ﹤0.01%
+70
3437
$1K ﹤0.01%
+200
3438
$1K ﹤0.01%
+18
3439
$1K ﹤0.01%
+111
3440
$1K ﹤0.01%
+10
3441
$1K ﹤0.01%
+73
3442
$1K ﹤0.01%
+89
3443
$1K ﹤0.01%
+50
3444
$1K ﹤0.01%
+167
3445
– –
0
3446
$1K ﹤0.01%
+24
3447
$1K ﹤0.01%
+99
3448
$1K ﹤0.01%
+500
3449
$1K ﹤0.01%
+2
3450
$1K ﹤0.01%
+46
136 137
138
139 140