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
401
$677K 0.05%
+7,280
402
$671K 0.05%
+26,550
403
$668K 0.04%
+17,385
404
$668K 0.04%
+7,928
405
$666K 0.04%
+21,459
406
$666K 0.04%
+13,404
407
$665K 0.04%
+19,996
408
$662K 0.04%
+45,714
409
$657K 0.04%
+26,206
410
$656K 0.04%
+7,893
411
$656K 0.04%
+8,255
412
$655K 0.04%
+10,551
413
$655K 0.04%
+35,832
414
$655K 0.04%
+13,096
415
$654K 0.04%
+68,100
416
$654K 0.04%
+22,428
417
$653K 0.04%
+4,163
418
$652K 0.04%
+13,022
419
$649K 0.04%
+15,040
420
$645K 0.04%
+29,642
421
$642K 0.04%
+26,976
422
$642K 0.04%
+19,892
423
$639K 0.04%
+15,233
424
$639K 0.04%
+17,665
425
$639K 0.04%
+24,871
15 16
17
18 19