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
101
$3.27M 0.22%
+92,298
102
$3.24M 0.22%
+99,084
103
$3.19M 0.21%
+59,109
104
$3.16M 0.21%
+323,592
105
$3.08M 0.21%
+71,062
106
$3.03M 0.2%
+29,948
107
$3.02M 0.2%
+70,513
108
$3.01M 0.2%
+46,458
109
$2.99M 0.2%
+66,504
110
$2.92M 0.2%
+27,572
111
$2.87M 0.19%
+67,820
112
$2.87M 0.19%
+46,146
113
$2.86M 0.19%
+17,137
114
$2.81M 0.19%
+52,444
115
$2.79M 0.19%
+25,195
116
$2.64M 0.18%
+14,146
117
$2.62M 0.18%
+7,688
118
$2.6M 0.17%
+30,754
119
$2.6M 0.17%
+68,030
120
$2.6M 0.17%
+173,950
121
$2.59M 0.17%
+38,290
122
$2.58M 0.17%
+26,149
123
$2.57M 0.17%
+56,470
124
$2.53M 0.17%
+46,459
125
$2.52M 0.17%
+68,449
3 4
5
6 7