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
726
$259K 0.02%
+10,026
727
$259K 0.02%
+12,913
728
$259K 0.02%
+4,869
729
$256K 0.02%
+10,024
730
$255K 0.02%
+5,780
731
$255K 0.02%
+5,365
732
$254K 0.02%
+2,800
733
$254K 0.02%
+10,782
734
$254K 0.02%
+5,951
735
$254K 0.02%
+5,509
736
$254K 0.02%
+4,594
737
$252K 0.02%
+9,243
738
$252K 0.02%
+31,128
739
$252K 0.02%
+2,362
740
$251K 0.02%
+16,781
741
$250K 0.02%
+1,070
742
$250K 0.02%
+21,094
743
$250K 0.02%
+3,730
744
$249K 0.02%
+9,182
745
$248K 0.02%
+1,959
746
$247K 0.02%
+4,430
747
$247K 0.02%
+10,876
748
$246K 0.02%
+5,610
749
$246K 0.02%
+4,566
750
$245K 0.02%
+7,075
28 29
30
31 32