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
751
$245K 0.02%
+49,000
752
$244K 0.02%
+47,597
753
$244K 0.02%
+3,634
754
$244K 0.02%
+4,780
755
$244K 0.02%
+1,255
756
$243K 0.02%
+2,925
757
$243K 0.02%
+5,359
758
$243K 0.02%
+5,918
759
$242K 0.02%
+15,448
760
$240K 0.02%
+16,194
761
$239K 0.02%
+4,906
762
$238K 0.02%
+6,042
763
$236K 0.02%
+27,122
764
$236K 0.02%
+15,096
765
$236K 0.02%
+3,659
766
$236K 0.02%
+6,424
767
$236K 0.02%
+4,281
768
$234K 0.02%
+42,060
769
$233K 0.02%
+7,224
770
$233K 0.02%
+8,074
771
$233K 0.02%
+2,987
772
$233K 0.02%
+1,391
773
$231K 0.02%
+12,390
774
$230K 0.02%
+16,732
775
$228K 0.02%
+7,889
29 30
31
32 33