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
701
$275K 0.02%
+3,084
702
$275K 0.02%
+4,930
703
$275K 0.02%
+2,950
704
$275K 0.02%
+20,604
705
$275K 0.02%
+2,197
706
$274K 0.02%
+5,644
707
$273K 0.02%
+10,616
708
$273K 0.02%
+1,443
709
$272K 0.02%
+9,353
710
$272K 0.02%
+6,177
711
$270K 0.02%
+3,024
712
$269K 0.02%
+24,754
713
$269K 0.02%
+5,259
714
$268K 0.02%
+19,548
715
$267K 0.02%
+8,751
716
$267K 0.02%
+9,517
717
$264K 0.02%
+2,735
718
$264K 0.02%
+7,314
719
$264K 0.02%
+12,373
720
$264K 0.02%
+7,931
721
$263K 0.02%
+21,201
722
$263K 0.02%
+10,803
723
$261K 0.02%
+2,777
724
$261K 0.02%
+8,049
725
$259K 0.02%
+1,790
27 28
29
30 31