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
126
$2.52M 0.17%
+20,004
127
$2.51M 0.17%
+15,445
128
$2.48M 0.17%
+69,091
129
$2.48M 0.17%
+53,364
130
$2.48M 0.17%
+7,929
131
$2.47M 0.17%
+23,394
132
$2.46M 0.17%
+30,900
133
$2.46M 0.17%
+57,388
134
$2.42M 0.16%
+41,340
135
$2.42M 0.16%
+98,156
136
$2.42M 0.16%
+19,918
137
$2.37M 0.16%
+34,880
138
$2.33M 0.16%
+111,352
139
$2.32M 0.16%
+31,937
140
$2.31M 0.15%
+8,400
141
$2.29M 0.15%
+125,009
142
$2.29M 0.15%
+19,492
143
$2.29M 0.15%
+19,089
144
$2.28M 0.15%
+20,610
145
$2.28M 0.15%
+29,114
146
$2.27M 0.15%
+37,147
147
$2.27M 0.15%
+35,720
148
$2.27M 0.15%
+141,350
149
$2.27M 0.15%
+50,562
150
$2.26M 0.15%
+16,214
4 5
6
7 8