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
26
$9.24M 0.62%
+128,286
27
$9.22M 0.62%
+157,279
28
$9.15M 0.61%
+389,351
29
$9.07M 0.61%
+325,390
30
$9M 0.6%
+172,152
31
$8.9M 0.6%
+82,426
32
$8.72M 0.59%
+867,783
33
$8.5M 0.57%
+64,373
34
$8.24M 0.55%
+268,923
35
$8.11M 0.54%
+41
36
$7.74M 0.52%
+65,531
37
$7.66M 0.51%
+454,833
38
$7.53M 0.51%
+29,621
39
$7.33M 0.49%
+70,025
40
$7.09M 0.48%
+165,022
41
$7.04M 0.47%
+180,900
42
$6.93M 0.46%
+42,888
43
$6.74M 0.45%
+82,629
44
$6.73M 0.45%
+123,757
45
$6.68M 0.45%
+83,770
46
$6.65M 0.45%
+196,780
47
$6.62M 0.44%
+58,713
48
$6.6M 0.44%
+109,870
49
$6.42M 0.43%
+97,247
50
$6.38M 0.43%
+63,825
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