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
951
$156K 0.01%
+11,260
952
$156K 0.01%
+2,478
953
$155K 0.01%
+8,392
954
$155K 0.01%
+7,921
955
$155K 0.01%
+9,225
956
$154K 0.01%
+4,459
957
$154K 0.01%
+1,619
958
$153K 0.01%
+11,154
959
$153K 0.01%
+31,200
960
$152K 0.01%
+6,470
961
$152K 0.01%
+11,551
962
$152K 0.01%
+3,700
963
$151K 0.01%
+4,249
964
$151K 0.01%
+6,374
965
$151K 0.01%
+5,898
966
$150K 0.01%
+1,693
967
$150K 0.01%
+2,475
968
$150K 0.01%
+9,760
969
$150K 0.01%
+2,634
970
$149K 0.01%
+836
971
$149K 0.01%
+3,112
972
$149K 0.01%
+18,282
973
$149K 0.01%
+3,457
974
$149K 0.01%
+1,249
975
$148K 0.01%
+1,840
37 38
39
40 41