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
1076
$119K 0.01%
+4,571
1077
$119K 0.01%
+6,901
1078
$119K 0.01%
+14,144
1079
$119K 0.01%
+8,223
1080
$119K 0.01%
+3,042
1081
$118K 0.01%
+7,743
1082
$118K 0.01%
+622
1083
$118K 0.01%
+1,041
1084
$117K 0.01%
+3,741
1085
$117K 0.01%
+3,957
1086
$117K 0.01%
+8,636
1087
$117K 0.01%
+17,728
1088
$117K 0.01%
+17,597
1089
$117K 0.01%
+8,514
1090
$116K 0.01%
+12,619
1091
$116K 0.01%
+3,781
1092
$116K 0.01%
+3,842
1093
$116K 0.01%
+3,221
1094
$116K 0.01%
+2,247
1095
$116K 0.01%
+7,925
1096
$116K 0.01%
+8,100
1097
$116K 0.01%
+2,028
1098
$115K 0.01%
+1,873
1099
$115K 0.01%
+8,699
1100
$115K 0.01%
+767
42 43
44
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