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
1376
$71K ﹤0.01%
+5,023
1377
$71K ﹤0.01%
+1,413
1378
$71K ﹤0.01%
+1,420
1379
$71K ﹤0.01%
+925
1380
$71K ﹤0.01%
+4,959
1381
$71K ﹤0.01%
+2,294
1382
$71K ﹤0.01%
+2,529
1383
$71K ﹤0.01%
+2,338
1384
$70K ﹤0.01%
+420
1385
$70K ﹤0.01%
+1,419
1386
$70K ﹤0.01%
+11,345
1387
$70K ﹤0.01%
+8,500
1388
$70K ﹤0.01%
+6,560
1389
$70K ﹤0.01%
+21,500
1390
$70K ﹤0.01%
+5,096
1391
$70K ﹤0.01%
+1,414
1392
$70K ﹤0.01%
+5,250
1393
$70K ﹤0.01%
+8,860
1394
$70K ﹤0.01%
+16,332
1395
$69K ﹤0.01%
+988
1396
$69K ﹤0.01%
+3,300
1397
$69K ﹤0.01%
+4,710
1398
$69K ﹤0.01%
+959
1399
$69K ﹤0.01%
+1,378
1400
$69K ﹤0.01%
+3,443
54 55
56
57 58