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
651
$308K 0.02%
+34,032
652
$308K 0.02%
+11,051
653
$307K 0.02%
+28,635
654
$307K 0.02%
+18,242
655
$306K 0.02%
+7,803
656
$306K 0.02%
+8,450
657
$306K 0.02%
+22,397
658
$306K 0.02%
+7,065
659
$305K 0.02%
+11,088
660
$304K 0.02%
+5,615
661
$303K 0.02%
+34,346
662
$303K 0.02%
+3,614
663
$302K 0.02%
+12,608
664
$302K 0.02%
+2,453
665
$302K 0.02%
+10,201
666
$298K 0.02%
+15
667
$297K 0.02%
+13,035
668
$297K 0.02%
+23,005
669
$296K 0.02%
+7,667
670
$296K 0.02%
+18,201
671
$296K 0.02%
+7,159
672
$296K 0.02%
+3,051
673
$296K 0.02%
+4,072
674
$295K 0.02%
+4,941
675
$294K 0.02%
+728
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