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
1501
$58K ﹤0.01%
+2,214
1502
$58K ﹤0.01%
+1,048
1503
$58K ﹤0.01%
+1,041
1504
$58K ﹤0.01%
+1,753
1505
$58K ﹤0.01%
+5,379
1506
$58K ﹤0.01%
+3,250
1507
$58K ﹤0.01%
+1,077
1508
$58K ﹤0.01%
+3,522
1509
$58K ﹤0.01%
+1,042
1510
$58K ﹤0.01%
+3,012
1511
$58K ﹤0.01%
+2,190
1512
$58K ﹤0.01%
+1,724
1513
$58K ﹤0.01%
+5,386
1514
$58K ﹤0.01%
+4,155
1515
$57K ﹤0.01%
+1,012
1516
$57K ﹤0.01%
+1,714
1517
$57K ﹤0.01%
+7,766
1518
$57K ﹤0.01%
+1,112
1519
$57K ﹤0.01%
+3,999
1520
$57K ﹤0.01%
+603
1521
$57K ﹤0.01%
+3,902
1522
$57K ﹤0.01%
+2,165
1523
$57K ﹤0.01%
+2,504
1524
$57K ﹤0.01%
+3,628
1525
$57K ﹤0.01%
+1,700
59 60
61
62 63