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
1326
$77K 0.01%
+2,524
1327
$77K 0.01%
+2,402
1328
$76K 0.01%
+1,747
1329
$76K 0.01%
+5,208
1330
$76K 0.01%
+833
1331
$76K 0.01%
+10,043
1332
$76K 0.01%
+1,625
1333
$75K 0.01%
+1,138
1334
$75K 0.01%
+142
1335
$75K 0.01%
+2,404
1336
$75K 0.01%
+770
1337
$75K 0.01%
+3,684
1338
$75K 0.01%
+5,772
1339
$74K 0.01%
+1,370
1340
$74K 0.01%
+4,014
1341
$74K 0.01%
+3,213
1342
$74K 0.01%
+3,456
1343
$74K 0.01%
+3,865
1344
$74K 0.01%
+1,004
1345
$74K 0.01%
+741
1346
$74K 0.01%
+2,772
1347
$74K 0.01%
+5,081
1348
$74K 0.01%
+1,733
1349
$74K 0.01%
+698
1350
$74K 0.01%
+3,500
52 53
54
55 56