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
626
$328K 0.02%
+3,029
627
$325K 0.02%
+6,548
628
$324K 0.02%
+14,414
629
$322K 0.02%
+5,997
630
$322K 0.02%
+1,345
631
$320K 0.02%
+9,875
632
$319K 0.02%
+14,193
633
$318K 0.02%
+7,367
634
$318K 0.02%
+6,089
635
$317K 0.02%
+3,647
636
$316K 0.02%
+18,147
637
$316K 0.02%
+583
638
$313K 0.02%
+17,243
639
$313K 0.02%
+14,439
640
$313K 0.02%
+12,565
641
$313K 0.02%
+59,448
642
$312K 0.02%
+5,599
643
$312K 0.02%
+17,959
644
$311K 0.02%
+2,536
645
$311K 0.02%
+7,950
646
$310K 0.02%
+5,748
647
$309K 0.02%
+6,683
648
$308K 0.02%
+415
649
$308K 0.02%
+2,772
650
$308K 0.02%
+7,168
24 25
26
27 28