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
851
$190K 0.01%
+4,779
852
$188K 0.01%
+9,441
853
$188K 0.01%
+6,697
854
$187K 0.01%
+4,731
855
$186K 0.01%
+146
856
$186K 0.01%
+3,722
857
$186K 0.01%
+2,760
858
$186K 0.01%
+5,436
859
$185K 0.01%
+3,841
860
$184K 0.01%
+986
861
$184K 0.01%
+4,099
862
$184K 0.01%
+2,854
863
$183K 0.01%
+14,442
864
$183K 0.01%
+10,050
865
$183K 0.01%
+3,013
866
$183K 0.01%
+10,834
867
$182K 0.01%
+4,185
868
$182K 0.01%
+2,813
869
$182K 0.01%
+5,575
870
$181K 0.01%
+8,063
871
$181K 0.01%
+2,029
872
$181K 0.01%
+3,033
873
$181K 0.01%
+5,399
874
$181K 0.01%
+9,359
875
$180K 0.01%
+2,076
33 34
35
36 37