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
776
$228K 0.02%
+14,350
777
$227K 0.02%
+4,515
778
$227K 0.02%
+10,838
779
$227K 0.02%
+2,933
780
$225K 0.02%
+20,334
781
$225K 0.02%
+6,692
782
$225K 0.02%
+6,420
783
$225K 0.02%
+6,057
784
$225K 0.02%
+7,480
785
$224K 0.02%
+1,532
786
$223K 0.02%
+3,107
787
$223K 0.02%
+8,648
788
$223K 0.02%
+2,592
789
$222K 0.01%
+1,806
790
$220K 0.01%
+3,974
791
$220K 0.01%
+3,491
792
$219K 0.01%
+4,714
793
$219K 0.01%
+7,927
794
$219K 0.01%
+12,630
795
$219K 0.01%
+6,531
796
$219K 0.01%
+4,598
797
$218K 0.01%
+4,421
798
$218K 0.01%
+11,564
799
$217K 0.01%
+12,662
800
$217K 0.01%
+7,576
30 31
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