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
1051
$124K 0.01%
+3,190
1052
$123K 0.01%
+8,550
1053
$123K 0.01%
+1,013
1054
$123K 0.01%
+8,902
1055
$123K 0.01%
+531
1056
$122K 0.01%
+3,319
1057
$122K 0.01%
+1,322
1058
$122K 0.01%
+1,011
1059
$122K 0.01%
+3,720
1060
$122K 0.01%
+1,291
1061
$121K 0.01%
+3,151
1062
$121K 0.01%
+16,463
1063
$121K 0.01%
+464
1064
$121K 0.01%
+6,218
1065
$121K 0.01%
+10,693
1066
$121K 0.01%
+3,666
1067
$121K 0.01%
+3,976
1068
$120K 0.01%
+2,340
1069
$120K 0.01%
+9,719
1070
$120K 0.01%
+1,103
1071
$120K 0.01%
+1,243
1072
$120K 0.01%
+4,825
1073
$120K 0.01%
+1,081
1074
$120K 0.01%
+764
1075
$120K 0.01%
+1,207
41 42
43
44 45