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
576
$367K 0.02%
+4,175
577
$367K 0.02%
+25,233
578
$366K 0.02%
+6,202
579
$364K 0.02%
+10,523
580
$363K 0.02%
+5,754
581
$363K 0.02%
+8,861
582
$363K 0.02%
+4,175
583
$363K 0.02%
+15,980
584
$362K 0.02%
+6,394
585
$362K 0.02%
+18,905
586
$361K 0.02%
+25,489
587
$361K 0.02%
+6,005
588
$359K 0.02%
+37,414
589
$358K 0.02%
+5,261
590
$358K 0.02%
+7,314
591
$357K 0.02%
+10,917
592
$357K 0.02%
+15,075
593
$354K 0.02%
+6,328
594
$352K 0.02%
+7,805
595
$351K 0.02%
+21,462
596
$349K 0.02%
+9,764
597
$349K 0.02%
+4,203
598
$349K 0.02%
+23,500
599
$349K 0.02%
+4,980
600
$346K 0.02%
+17,717
22 23
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