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
3751
$0 ﹤0.01%
+6
3752
$0 ﹤0.01%
+1,159
3753
$0 ﹤0.01%
+339
3754
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+700
3755
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+3
3756
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+35
3757
$0 ﹤0.01%
+15,000
3758
$0 ﹤0.01%
+123
3759
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+1,000
3760
$0 ﹤0.01%
+2,000
3761
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3762
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3763
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3764
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3765
0
3766
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+1
3767
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3768
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3769
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3770
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3771
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3772
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+18
3773
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+45
3774
$0 ﹤0.01%
+41
3775
$0 ﹤0.01%
+118