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
1226
$91K 0.01%
+3,422
1227
$91K 0.01%
+2,155
1228
$91K 0.01%
+3,619
1229
$91K 0.01%
+1,444
1230
$91K 0.01%
+6,285
1231
$90K 0.01%
+2,281
1232
$90K 0.01%
+8,492
1233
$90K 0.01%
+10,625
1234
$90K 0.01%
+2,790
1235
$90K 0.01%
+1,485
1236
$90K 0.01%
+2,149
1237
$90K 0.01%
+3,354
1238
$90K 0.01%
+1,450
1239
$89K 0.01%
+2,656
1240
$89K 0.01%
+5,948
1241
$89K 0.01%
+6,982
1242
$89K 0.01%
+4,732
1243
$89K 0.01%
+2,735
1244
$89K 0.01%
+1,693
1245
$88K 0.01%
+688
1246
$88K 0.01%
+18,497
1247
$88K 0.01%
+11,308
1248
$88K 0.01%
+10,458
1249
$87K 0.01%
+2,541
1250
$87K 0.01%
+2,044
48 49
50
51 52