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
1026
$130K 0.01%
+2,570
1027
$130K 0.01%
+871
1028
$130K 0.01%
+9,216
1029
$130K 0.01%
+15,316
1030
$129K 0.01%
+7,920
1031
$129K 0.01%
+5,008
1032
$129K 0.01%
+10,278
1033
$129K 0.01%
+5,062
1034
$129K 0.01%
+662
1035
$128K 0.01%
+18,002
1036
$128K 0.01%
+4,444
1037
$128K 0.01%
+11,921
1038
$128K 0.01%
+2,350
1039
$127K 0.01%
+2,984
1040
$127K 0.01%
+2,895
1041
$126K 0.01%
+4,488
1042
$126K 0.01%
+16,476
1043
$125K 0.01%
+7,108
1044
$125K 0.01%
+4,104
1045
$125K 0.01%
+1,758
1046
$125K 0.01%
+4,311
1047
$124K 0.01%
+3,923
1048
$124K 0.01%
+2,293
1049
$124K 0.01%
+4,144
1050
$124K 0.01%
+6,610
40 41
42
43 44