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
51
$6.11M 0.41%
+239,371
52
$6.11M 0.41%
+88,818
53
$6.07M 0.41%
+142,302
54
$5.8M 0.39%
+123,977
55
$5.75M 0.39%
+143,596
56
$5.75M 0.39%
+149,110
57
$5.61M 0.38%
+63,770
58
$5.55M 0.37%
+151,468
59
$5.53M 0.37%
+160,437
60
$5.48M 0.37%
+90,987
61
$5.47M 0.37%
+65,100
62
$5.45M 0.37%
+70,068
63
$5.41M 0.36%
+53,213
64
$5.41M 0.36%
+37,414
65
$5.33M 0.36%
+74,711
66
$5.1M 0.34%
+38,786
67
$5.01M 0.34%
+91,020
68
$4.99M 0.34%
+128,475
69
$4.89M 0.33%
+63,111
70
$4.83M 0.32%
+56,739
71
$4.74M 0.32%
+42,066
72
$4.67M 0.31%
+115,924
73
$4.47M 0.3%
+152,761
74
$4.33M 0.29%
+36,120
75
$4.24M 0.28%
+67,869
1 2
3
4 5