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
1451
$63K ﹤0.01%
+1,789
1452
$63K ﹤0.01%
+936
1453
$63K ﹤0.01%
+2,889
1454
$63K ﹤0.01%
+545
1455
$63K ﹤0.01%
+4,108
1456
$63K ﹤0.01%
+3,538
1457
$63K ﹤0.01%
+1,271
1458
$63K ﹤0.01%
+4,753
1459
$62K ﹤0.01%
+6,100
1460
$62K ﹤0.01%
+1,621
1461
$62K ﹤0.01%
+3,625
1462
$62K ﹤0.01%
+1,587
1463
$62K ﹤0.01%
+7,191
1464
$62K ﹤0.01%
+1,470
1465
$62K ﹤0.01%
+393
1466
$62K ﹤0.01%
+1,013
1467
$62K ﹤0.01%
+2,478
1468
$62K ﹤0.01%
+1,275
1469
$62K ﹤0.01%
+1,340
1470
$62K ﹤0.01%
+4,000
1471
$62K ﹤0.01%
+3,957
1472
$62K ﹤0.01%
+3,806
1473
$62K ﹤0.01%
+1,500
1474
$61K ﹤0.01%
+3,838
1475
$61K ﹤0.01%
+926
57 58
59
60 61