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
426
$632K 0.04%
+11,804
427
$629K 0.04%
+30,570
428
$628K 0.04%
+24,595
429
$627K 0.04%
+50,515
430
$627K 0.04%
+24,104
431
$624K 0.04%
+40,728
432
$619K 0.04%
+69,106
433
$618K 0.04%
+13,310
434
$615K 0.04%
+11,814
435
$614K 0.04%
+4,087
436
$614K 0.04%
+23,904
437
$614K 0.04%
+25,956
438
$609K 0.04%
+23,030
439
$609K 0.04%
+198,517
440
$606K 0.04%
+11,820
441
$604K 0.04%
+45,818
442
$599K 0.04%
+11,070
443
$597K 0.04%
+21,126
444
$593K 0.04%
+22,682
445
$590K 0.04%
+23,784
446
$590K 0.04%
+40,669
447
$588K 0.04%
+5,948
448
$586K 0.04%
+14,226
449
$584K 0.04%
+28,531
450
$583K 0.04%
+20,037
16 17
18
19 20