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
501
$495K 0.03%
+16,438
502
$494K 0.03%
+4,363
503
$493K 0.03%
+4,806
504
$493K 0.03%
+10,686
505
$491K 0.03%
+12,251
506
$483K 0.03%
+18,671
507
$483K 0.03%
+10,742
508
$481K 0.03%
+12,370
509
$478K 0.03%
+27,571
510
$478K 0.03%
+10,187
511
$475K 0.03%
+13,625
512
$474K 0.03%
+9,277
513
$472K 0.03%
+9,476
514
$467K 0.03%
+5,954
515
$464K 0.03%
+36,180
516
$464K 0.03%
+9,437
517
$461K 0.03%
+9,519
518
$459K 0.03%
+3,140
519
$459K 0.03%
+65,513
520
$457K 0.03%
+21,250
521
$456K 0.03%
+6,510
522
$454K 0.03%
+3,790
523
$454K 0.03%
+20,554
524
$453K 0.03%
+29,819
525
$449K 0.03%
+6,530
19 20
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22 23