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
1201
$95K 0.01%
+3,765
1202
$95K 0.01%
+1,399
1203
$95K 0.01%
+2,548
1204
$95K 0.01%
+4,078
1205
$95K 0.01%
+4,162
1206
$95K 0.01%
+3,052
1207
$95K 0.01%
+10,432
1208
$95K 0.01%
+1,945
1209
$95K 0.01%
+105
1210
$95K 0.01%
+2,542
1211
$95K 0.01%
+940
1212
$94K 0.01%
+9,281
1213
$94K 0.01%
+876
1214
$94K 0.01%
+7,534
1215
$94K 0.01%
+4,000
1216
$93K 0.01%
+7,526
1217
$93K 0.01%
+308
1218
$93K 0.01%
+4,470
1219
$93K 0.01%
+89
1220
$93K 0.01%
+4,141
1221
$92K 0.01%
+2,263
1222
$92K 0.01%
+5,337
1223
$92K 0.01%
+3,863
1224
$92K 0.01%
+2,127
1225
$92K 0.01%
+186,740
47 48
49
50 51