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
326
$939K 0.06%
+7,537
327
$927K 0.06%
+20,631
328
$922K 0.06%
+8,842
329
$916K 0.06%
+8,949
330
$916K 0.06%
+35,492
331
$915K 0.06%
+16,685
332
$913K 0.06%
+4,629
333
$911K 0.06%
+26,754
334
$911K 0.06%
+47,769
335
$908K 0.06%
+19,320
336
$898K 0.06%
+50,175
337
$896K 0.06%
+10,247
338
$892K 0.06%
+102,443
339
$879K 0.06%
+17,419
340
$875K 0.06%
+16,548
341
$874K 0.06%
+8,013
342
$871K 0.06%
+11,992
343
$871K 0.06%
+10,130
344
$864K 0.06%
+17,823
345
$862K 0.06%
+14,592
346
$854K 0.06%
+19,395
347
$849K 0.06%
+49,868
348
$847K 0.06%
+35,784
349
$841K 0.06%
+68,806
350
$840K 0.06%
+17,532
12 13
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15 16