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
801
$217K 0.01%
+2,811
802
$216K 0.01%
+7,458
803
$216K 0.01%
+3,198
804
$216K 0.01%
+4,478
805
$214K 0.01%
+12,355
806
$214K 0.01%
+10,686
807
$214K 0.01%
+562
808
$214K 0.01%
+15,133
809
$212K 0.01%
+16,881
810
$212K 0.01%
+9,501
811
$212K 0.01%
+9,843
812
$212K 0.01%
+5,651
813
$212K 0.01%
+12,525
814
$212K 0.01%
+7,082
815
$211K 0.01%
+10,584
816
$211K 0.01%
+5,263
817
$211K 0.01%
+10,412
818
$210K 0.01%
+28,803
819
$209K 0.01%
+11,650
820
$209K 0.01%
+2,118
821
$208K 0.01%
+6,225
822
$207K 0.01%
+5,285
823
$207K 0.01%
+16,336
824
$207K 0.01%
+8,050
825
$206K 0.01%
+2,309
31 32
33
34 35