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
1126
$109K 0.01%
+2,351
1127
$108K 0.01%
+7,696
1128
$108K 0.01%
+8,025
1129
$108K 0.01%
+11,640
1130
$108K 0.01%
+2,577
1131
$108K 0.01%
+3,887
1132
$107K 0.01%
+5,715
1133
$107K 0.01%
+9,044
1134
$107K 0.01%
+10,142
1135
$107K 0.01%
+2,272
1136
$107K 0.01%
+1,062
1137
$107K 0.01%
+864
1138
$107K 0.01%
+2,627
1139
$107K 0.01%
+1,080
1140
$106K 0.01%
+3,431
1141
$106K 0.01%
+661
1142
$106K 0.01%
+12,098
1143
$106K 0.01%
+1,525
1144
$105K 0.01%
+3,710
1145
$105K 0.01%
+5,087
1146
$105K 0.01%
+2,441
1147
$105K 0.01%
+6,821
1148
$105K 0.01%
+117
1149
$105K 0.01%
+2,008
1150
$105K 0.01%
+2,203
44 45
46
47 48