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
551
$400K 0.03%
+26,038
552
$398K 0.03%
+10,137
553
$396K 0.03%
+12,683
554
$394K 0.03%
+16,621
555
$392K 0.03%
+1,584
556
$391K 0.03%
+38,378
557
$389K 0.03%
+7,819
558
$388K 0.03%
+19,383
559
$388K 0.03%
+12,208
560
$387K 0.03%
+129,953
561
$386K 0.03%
+9,429
562
$386K 0.03%
+9,893
563
$384K 0.03%
+2,359
564
$381K 0.03%
+4,332
565
$381K 0.03%
+8,453
566
$380K 0.03%
+11,147
567
$379K 0.03%
+8,866
568
$379K 0.03%
+10,790
569
$378K 0.03%
+11,869
570
$378K 0.03%
+41,526
571
$378K 0.03%
+74,233
572
$377K 0.03%
+18,828
573
$374K 0.03%
+11,362
574
$373K 0.03%
+8,638
575
$371K 0.02%
+10,606
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