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
1001
$139K 0.01%
+2,569
1002
$139K 0.01%
+2,987
1003
$138K 0.01%
+5,000
1004
$138K 0.01%
+4,003
1005
$138K 0.01%
+7,611
1006
$137K 0.01%
+2,904
1007
$137K 0.01%
+2,937
1008
$137K 0.01%
+2,225
1009
$136K 0.01%
+6,030
1010
$136K 0.01%
+6,440
1011
$136K 0.01%
+12,609
1012
$136K 0.01%
+5,292
1013
$135K 0.01%
+5,275
1014
$135K 0.01%
+2,255
1015
$134K 0.01%
+21,395
1016
$134K 0.01%
+3,834
1017
$134K 0.01%
+8,238
1018
$134K 0.01%
+2,549
1019
$133K 0.01%
+2,802
1020
$133K 0.01%
+8,030
1021
$132K 0.01%
+6,956
1022
$132K 0.01%
+1,422
1023
$131K 0.01%
+7,258
1024
$130K 0.01%
+1,251
1025
$130K 0.01%
+1,842
39 40
41
42 43