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
676
$294K 0.02%
+12,500
677
$293K 0.02%
+23,659
678
$292K 0.02%
+3,206
679
$291K 0.02%
+12,315
680
$289K 0.02%
+8,847
681
$288K 0.02%
+3,711
682
$288K 0.02%
+10,943
683
$287K 0.02%
+12,036
684
$287K 0.02%
+2,397
685
$286K 0.02%
+3,042
686
$286K 0.02%
+42,230
687
$285K 0.02%
+5,262
688
$284K 0.02%
+4,014
689
$284K 0.02%
+20,000
690
$283K 0.02%
+5,124
691
$283K 0.02%
+8,833
692
$283K 0.02%
+16,040
693
$281K 0.02%
+8,882
694
$281K 0.02%
+30,631
695
$281K 0.02%
+9,713
696
$281K 0.02%
+26,432
697
$279K 0.02%
+20,000
698
$279K 0.02%
+35,595
699
$276K 0.02%
+9,642
700
$276K 0.02%
+57,784
26 27
28
29 30