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
526
$447K 0.03%
+9,528
527
$447K 0.03%
+12,436
528
$446K 0.03%
+31,328
529
$446K 0.03%
+3,876
530
$441K 0.03%
+57,374
531
$440K 0.03%
+7,439
532
$438K 0.03%
+18,881
533
$435K 0.03%
+8,567
534
$430K 0.03%
+30,441
535
$429K 0.03%
+56,093
536
$428K 0.03%
+10,087
537
$426K 0.03%
+3,053
538
$426K 0.03%
+11,040
539
$422K 0.03%
+3,392
540
$420K 0.03%
+18,176
541
$418K 0.03%
+6,424
542
$418K 0.03%
+7,036
543
$418K 0.03%
+23,511
544
$418K 0.03%
+18,936
545
$417K 0.03%
+4,504
546
$411K 0.03%
+6,259
547
$410K 0.03%
+5,739
548
$404K 0.03%
+35,931
549
$404K 0.03%
+16,003
550
$400K 0.03%
+1,973
20 21
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