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
1426
$67K ﹤0.01%
+1,259
1427
$66K ﹤0.01%
+4,000
1428
$66K ﹤0.01%
+2,349
1429
$66K ﹤0.01%
+620
1430
$66K ﹤0.01%
+2,550
1431
$66K ﹤0.01%
+4,008
1432
$66K ﹤0.01%
+3,500
1433
$66K ﹤0.01%
+1,400
1434
$66K ﹤0.01%
+6,603
1435
$66K ﹤0.01%
+1,827
1436
$65K ﹤0.01%
+1,522
1437
$65K ﹤0.01%
+1,280
1438
$65K ﹤0.01%
+1,992
1439
$65K ﹤0.01%
+4,196
1440
$65K ﹤0.01%
+6,150
1441
$65K ﹤0.01%
+474
1442
$65K ﹤0.01%
+821
1443
$65K ﹤0.01%
+1,249
1444
$65K ﹤0.01%
+2,152
1445
$65K ﹤0.01%
+4,997
1446
$64K ﹤0.01%
+2,280
1447
$64K ﹤0.01%
+2,676
1448
$64K ﹤0.01%
+2,160
1449
$64K ﹤0.01%
+1,093
1450
$64K ﹤0.01%
+6,750
56 57
58
59 60