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
351
$829K 0.06%
+16,485
352
$825K 0.06%
+16,667
353
$823K 0.06%
+32,580
354
$818K 0.05%
+16,141
355
$818K 0.05%
+19,100
356
$814K 0.05%
+7,683
357
$813K 0.05%
+5,705
358
$808K 0.05%
+27,830
359
$807K 0.05%
+4,350
360
$806K 0.05%
+15,709
361
$802K 0.05%
+20,795
362
$791K 0.05%
+31,579
363
$788K 0.05%
+41,599
364
$786K 0.05%
+8,544
365
$782K 0.05%
+12,321
366
$772K 0.05%
+45,150
367
$771K 0.05%
+87,158
368
$770K 0.05%
+21,344
369
$769K 0.05%
+2,510
370
$769K 0.05%
+15,249
371
$764K 0.05%
+17,042
372
$760K 0.05%
+21,823
373
$760K 0.05%
+22,276
374
$755K 0.05%
+12,776
375
$751K 0.05%
+11,387
13 14
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