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
601
$345K 0.02%
+28,294
602
$344K 0.02%
+38,029
603
$344K 0.02%
+5,804
604
$344K 0.02%
+8,130
605
$342K 0.02%
+414,840
606
$341K 0.02%
+7,091
607
$341K 0.02%
+6,394
608
$341K 0.02%
+2,867
609
$341K 0.02%
+6,886
610
$340K 0.02%
+19,140
611
$340K 0.02%
+24,035
612
$338K 0.02%
+22,473
613
$337K 0.02%
+4,459
614
$336K 0.02%
+7,733
615
$335K 0.02%
+5,052
616
$335K 0.02%
+19,559
617
$334K 0.02%
+18,527
618
$333K 0.02%
+16,975
619
$333K 0.02%
+35,468
620
$331K 0.02%
+18,031
621
$330K 0.02%
+9,247
622
$330K 0.02%
+4,349
623
$330K 0.02%
+14,256
624
$329K 0.02%
+33,231
625
$329K 0.02%
+16,351
23 24
25
26 27