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
1276
$84K 0.01%
+1,028
1277
$83K 0.01%
+5,166
1278
$83K 0.01%
+768
1279
$83K 0.01%
+2,080
1280
$83K 0.01%
+990
1281
$83K 0.01%
+6,646
1282
$83K 0.01%
+4,293
1283
$83K 0.01%
+969
1284
$83K 0.01%
+687
1285
$83K 0.01%
+685
1286
$82K 0.01%
+1,475
1287
$82K 0.01%
+1,370
1288
$82K 0.01%
+3,711
1289
$82K 0.01%
+3,986
1290
$82K 0.01%
+2,067
1291
$82K 0.01%
+8,008
1292
$82K 0.01%
+1,692
1293
$82K 0.01%
+5,089
1294
$81K 0.01%
+11,000
1295
$81K 0.01%
+1,344
1296
$81K 0.01%
+2,200
1297
$81K 0.01%
+1,421
1298
$81K 0.01%
+3,887
1299
$81K 0.01%
+40,270
1300
$81K 0.01%
+3,076
50 51
52
53 54