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
1176
$99K 0.01%
+8,752
1177
$99K 0.01%
+5,480
1178
$99K 0.01%
+8,395
1179
$99K 0.01%
+3,026
1180
$99K 0.01%
+8,085
1181
$99K 0.01%
+2,743
1182
$98K 0.01%
+1,808
1183
$98K 0.01%
+1,906
1184
$97K 0.01%
+2,627
1185
$97K 0.01%
+7,210
1186
$97K 0.01%
+3,695
1187
$97K 0.01%
+19,511
1188
$97K 0.01%
+9,000
1189
$97K 0.01%
+2,093
1190
$97K 0.01%
+767
1191
$97K 0.01%
+8,743
1192
$96K 0.01%
+15,345
1193
$96K 0.01%
+8,936
1194
$96K 0.01%
+7,164
1195
$96K 0.01%
+3,655
1196
$96K 0.01%
+1,663
1197
$96K 0.01%
+1,561
1198
$96K 0.01%
+1,466
1199
$96K 0.01%
+1,748
1200
$95K 0.01%
+6,198
46 47
48
49 50