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
901
$172K 0.01%
+18,964
902
$172K 0.01%
+3,689
903
$172K 0.01%
+1,392
904
$172K 0.01%
+3,081
905
$171K 0.01%
+8,670
906
$171K 0.01%
+5,117
907
$170K 0.01%
+36,191
908
$170K 0.01%
+4,676
909
$169K 0.01%
+767
910
$169K 0.01%
+5,066
911
$168K 0.01%
+1,536
912
$168K 0.01%
+8,478
913
$167K 0.01%
+10,908
914
$167K 0.01%
+34,440
915
$167K 0.01%
+2,155
916
$166K 0.01%
+2,921
917
$166K 0.01%
+33,831
918
$166K 0.01%
+6,740
919
$166K 0.01%
+17,014
920
$166K 0.01%
+4,374
921
$166K 0.01%
+6,076
922
$165K 0.01%
+2,352
923
$165K 0.01%
+7,604
924
$165K 0.01%
+12,468
925
$165K 0.01%
+21,000
35 36
37
38 39