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
876
$179K 0.01%
+4,040
877
$179K 0.01%
+42,500
878
$179K 0.01%
+17,749
879
$178K 0.01%
+2,064
880
$178K 0.01%
+7,266
881
$178K 0.01%
+1,037
882
$178K 0.01%
+9,939
883
$178K 0.01%
+6,525
884
$178K 0.01%
+789
885
$178K 0.01%
+25,502
886
$178K 0.01%
+8,850
887
$177K 0.01%
+2,456
888
$177K 0.01%
+1,492
889
$176K 0.01%
+5,898
890
$176K 0.01%
+3,818
891
$176K 0.01%
+3,134
892
$176K 0.01%
+11,750
893
$175K 0.01%
+8,533
894
$175K 0.01%
+4,725
895
$174K 0.01%
+1,459
896
$173K 0.01%
+7,604
897
$173K 0.01%
+8,931
898
$173K 0.01%
+4,512
899
$173K 0.01%
+14,806
900
$172K 0.01%
+18,226
34 35
36
37 38