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
476
$543K 0.04%
+5,443
477
$538K 0.04%
+24,305
478
$536K 0.04%
+25,180
479
$535K 0.04%
+12,546
480
$533K 0.04%
+13,536
481
$531K 0.04%
+5,758
482
$530K 0.04%
+22,957
483
$529K 0.04%
+4,317
484
$528K 0.04%
+7,187
485
$528K 0.04%
+37,296
486
$527K 0.04%
+15,519
487
$524K 0.04%
+263
488
$524K 0.04%
+15,136
489
$524K 0.04%
+15,296
490
$523K 0.04%
+9,885
491
$514K 0.03%
+20,496
492
$509K 0.03%
+20,147
493
$508K 0.03%
+5,159
494
$507K 0.03%
+19,900
495
$506K 0.03%
+9,635
496
$505K 0.03%
+9,834
497
$501K 0.03%
+8,085
498
$500K 0.03%
+12,284
499
$499K 0.03%
+50,385
500
$497K 0.03%
+71,170
18 19
20
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