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
76
$4.17M 0.28%
+82,676
77
$4.05M 0.27%
+354,540
78
$4.04M 0.27%
+60,459
79
$4M 0.27%
+58,864
80
$3.97M 0.27%
+104,740
81
$3.94M 0.26%
+78,857
82
$3.83M 0.26%
+271,610
83
$3.82M 0.26%
+65,028
84
$3.81M 0.26%
+116,616
85
$3.8M 0.26%
+140,272
86
$3.64M 0.24%
+177,975
87
$3.62M 0.24%
+54,401
88
$3.58M 0.24%
+123,676
89
$3.58M 0.24%
+60,402
90
$3.52M 0.24%
+46,831
91
$3.5M 0.23%
+35,931
92
$3.45M 0.23%
+93,947
93
$3.44M 0.23%
+35,748
94
$3.42M 0.23%
+26,890
95
$3.38M 0.23%
+65,256
96
$3.37M 0.23%
+124,105
97
$3.35M 0.22%
+118,744
98
$3.32M 0.22%
+29,141
99
$3.29M 0.22%
+70,503
100
$3.27M 0.22%
+125,960
2 3
4
5 6