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
1401
$69K ﹤0.01%
+1,642
1402
$69K ﹤0.01%
+4,004
1403
$69K ﹤0.01%
+874
1404
$69K ﹤0.01%
+1,392
1405
$69K ﹤0.01%
+433
1406
$69K ﹤0.01%
+10,000
1407
$69K ﹤0.01%
+8,422
1408
$68K ﹤0.01%
+1,492
1409
$68K ﹤0.01%
+2,561
1410
$68K ﹤0.01%
+4,650
1411
$68K ﹤0.01%
+2,617
1412
$68K ﹤0.01%
+77
1413
$68K ﹤0.01%
+8,610
1414
$68K ﹤0.01%
+8,345
1415
$68K ﹤0.01%
+2,365
1416
$68K ﹤0.01%
+2,040
1417
$68K ﹤0.01%
+843
1418
$68K ﹤0.01%
+93
1419
$68K ﹤0.01%
+948
1420
$68K ﹤0.01%
+767
1421
$68K ﹤0.01%
+3,000
1422
$68K ﹤0.01%
+3,310
1423
$67K ﹤0.01%
+4,309
1424
$67K ﹤0.01%
+2,416
1425
$67K ﹤0.01%
+3,101
55 56
57
58 59