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
826
$206K 0.01%
+5,120
827
$205K 0.01%
+2,990
828
$205K 0.01%
+35,476
829
$205K 0.01%
+17,351
830
$203K 0.01%
+55,790
831
$202K 0.01%
+32,406
832
$200K 0.01%
+8,419
833
$200K 0.01%
+5,995
834
$200K 0.01%
+7,996
835
$199K 0.01%
+3,383
836
$198K 0.01%
+2,854
837
$198K 0.01%
+10,863
838
$197K 0.01%
+6,519
839
$196K 0.01%
+3,976
840
$196K 0.01%
+11,737
841
$196K 0.01%
+3,043
842
$194K 0.01%
+3,298
843
$193K 0.01%
+6,553
844
$193K 0.01%
+7,288
845
$192K 0.01%
+18,222
846
$192K 0.01%
+5,796
847
$192K 0.01%
+13,245
848
$191K 0.01%
+3,505
849
$191K 0.01%
+1,008
850
$190K 0.01%
+2,701
32 33
34
35 36