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
1301
$81K 0.01%
+5,940
1302
$81K 0.01%
+1,116
1303
$80K 0.01%
+3,869
1304
$80K 0.01%
+166
1305
$80K 0.01%
+6,926
1306
$80K 0.01%
+5,712
1307
$79K 0.01%
+7,156
1308
$79K 0.01%
+7,807
1309
$79K 0.01%
+875
1310
$78K 0.01%
+1,079
1311
$78K 0.01%
+2,138
1312
$78K 0.01%
+2,760
1313
$78K 0.01%
+5,335
1314
$78K 0.01%
+2,941
1315
$78K 0.01%
+5,021
1316
$78K 0.01%
+1,009
1317
$78K 0.01%
+2,730
1318
$78K 0.01%
+2,415
1319
$78K 0.01%
+508
1320
$77K 0.01%
+5,741
1321
$77K 0.01%
+5,321
1322
$77K 0.01%
+2,576
1323
$77K 0.01%
+4,875
1324
$77K 0.01%
+7,000
1325
$77K 0.01%
+396
51 52
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