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
976
$148K 0.01%
+804
977
$148K 0.01%
+9,295
978
$148K 0.01%
+6,391
979
$148K 0.01%
+8,309
980
$148K 0.01%
+10,150
981
$148K 0.01%
+1,332
982
$148K 0.01%
+6,983
983
$147K 0.01%
+11,525
984
$147K 0.01%
+23,333
985
$147K 0.01%
+7,129
986
$147K 0.01%
+2,361
987
$146K 0.01%
+5,144
988
$146K 0.01%
+11,484
989
$146K 0.01%
+1,214
990
$146K 0.01%
+7,754
991
$145K 0.01%
+4,413
992
$145K 0.01%
+3,074
993
$144K 0.01%
+5,928
994
$143K 0.01%
+6,444
995
$142K 0.01%
+10,566
996
$142K 0.01%
+7,215
997
$142K 0.01%
+5,442
998
$142K 0.01%
+7,622
999
$141K 0.01%
+3,837
1000
$140K 0.01%
+8,440
38 39
40
41 42