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
376
$748K 0.05%
+36,072
377
$740K 0.05%
+25,491
378
$736K 0.05%
+16,068
379
$735K 0.05%
+27,906
380
$733K 0.05%
+37,001
381
$732K 0.05%
+16,567
382
$728K 0.05%
+9,742
383
$724K 0.05%
+31,830
384
$723K 0.05%
+20,436
385
$718K 0.05%
+18,461
386
$717K 0.05%
+27,665
387
$715K 0.05%
+15,521
388
$714K 0.05%
+4,793
389
$713K 0.05%
+36,020
390
$713K 0.05%
+31,695
391
$713K 0.05%
+21,060
392
$711K 0.05%
+23,705
393
$711K 0.05%
+19,817
394
$709K 0.05%
+20,854
395
$704K 0.05%
+18,199
396
$704K 0.05%
+47,069
397
$700K 0.05%
+20,478
398
$695K 0.05%
+19,826
399
$694K 0.05%
+13,904
400
$686K 0.05%
+52,236
14 15
16
17 18