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
1151
$104K 0.01%
+6,718
1152
$104K 0.01%
+8,183
1153
$104K 0.01%
+569
1154
$104K 0.01%
+4,699
1155
$104K 0.01%
+1,539
1156
$104K 0.01%
+4,195
1157
$103K 0.01%
+2,880
1158
$103K 0.01%
+2,284
1159
$103K 0.01%
+2,794
1160
$103K 0.01%
+1,750
1161
$103K 0.01%
+3,605
1162
$103K 0.01%
+1,182
1163
$102K 0.01%
+2,692
1164
$102K 0.01%
+1,936
1165
$102K 0.01%
+7,605
1166
$102K 0.01%
+728
1167
$102K 0.01%
+2,308
1168
$101K 0.01%
+2,832
1169
$101K 0.01%
+3,129
1170
$101K 0.01%
+1,219
1171
$101K 0.01%
+1,098
1172
$101K 0.01%
+1,070
1173
$101K 0.01%
+4,796
1174
$100K 0.01%
+2,419
1175
$100K 0.01%
+5,555
45 46
47
48 49