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
1101
$115K 0.01%
+1,734
1102
$114K 0.01%
+2,573
1103
$114K 0.01%
+1,816
1104
$114K 0.01%
+5,267
1105
$114K 0.01%
+6,298
1106
$114K 0.01%
+2,604
1107
$113K 0.01%
+1,255
1108
$113K 0.01%
+7,780
1109
$113K 0.01%
+1,925
1110
$113K 0.01%
+1,240
1111
$113K 0.01%
+8,050
1112
$113K 0.01%
+262
1113
$113K 0.01%
+8,185
1114
$113K 0.01%
+5,514
1115
$112K 0.01%
+4,949
1116
$112K 0.01%
+166,845
1117
$111K 0.01%
+5,719
1118
$111K 0.01%
+2,487
1119
$110K 0.01%
+3,319
1120
$110K 0.01%
+2,518
1121
$110K 0.01%
+20,590
1122
$109K 0.01%
+3,127
1123
$109K 0.01%
+9,504
1124
$109K 0.01%
+4,419
1125
$109K 0.01%
+4,240
43 44
45
46 47