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
1251
$87K 0.01%
+6,617
1252
$87K 0.01%
+1,534
1253
$86K 0.01%
+6,420
1254
$86K 0.01%
+3,151
1255
$86K 0.01%
+3,224
1256
$86K 0.01%
+2,593
1257
$86K 0.01%
+583
1258
$86K 0.01%
+10,760
1259
$86K 0.01%
+26,923
1260
$85K 0.01%
+10,926
1261
$85K 0.01%
+1,084
1262
$85K 0.01%
+13,970
1263
$85K 0.01%
+3,420
1264
$85K 0.01%
+1,586
1265
$85K 0.01%
+1,068
1266
$85K 0.01%
+38,164
1267
$85K 0.01%
+5,051
1268
$85K 0.01%
+6,155
1269
$84K 0.01%
+1,000
1270
$84K 0.01%
+2,345
1271
$84K 0.01%
+2,345
1272
$84K 0.01%
+2,882
1273
$84K 0.01%
+7,343
1274
$84K 0.01%
+1,625
1275
$84K 0.01%
+1,743
49 50
51
52 53