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
926
$165K 0.01%
+9,768
927
$165K 0.01%
+2,547
928
$165K 0.01%
+1,278
929
$165K 0.01%
+1,767
930
$165K 0.01%
+16,787
931
$164K 0.01%
+8,884
932
$164K 0.01%
+3,026
933
$163K 0.01%
+1,534
934
$163K 0.01%
+15,948
935
$163K 0.01%
+6,150
936
$162K 0.01%
+5,545
937
$162K 0.01%
+4,165
938
$161K 0.01%
+12,498
939
$160K 0.01%
+1,818
940
$160K 0.01%
+3,949
941
$159K 0.01%
+10,675
942
$159K 0.01%
+2,663
943
$158K 0.01%
+2,437
944
$158K 0.01%
+4,098
945
$158K 0.01%
+1,432
946
$158K 0.01%
+4,727
947
$158K 0.01%
+490
948
$157K 0.01%
+5,865
949
$157K 0.01%
+1,888
950
$157K 0.01%
+3,477
36 37
38
39 40