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
1526
$56K ﹤0.01%
+6,337
1527
$56K ﹤0.01%
+694
1528
$56K ﹤0.01%
+2,370
1529
$56K ﹤0.01%
+1,322
1530
$56K ﹤0.01%
+3,658
1531
$56K ﹤0.01%
+1,986
1532
$56K ﹤0.01%
+1,310
1533
$56K ﹤0.01%
+2,449
1534
$56K ﹤0.01%
+903
1535
$56K ﹤0.01%
+519
1536
$56K ﹤0.01%
+1,749
1537
$56K ﹤0.01%
+1,150
1538
$56K ﹤0.01%
+1,124
1539
$56K ﹤0.01%
+797
1540
$56K ﹤0.01%
+1,837
1541
$55K ﹤0.01%
+2,574
1542
$55K ﹤0.01%
+455
1543
$55K ﹤0.01%
+2,041
1544
$55K ﹤0.01%
+1,549
1545
$55K ﹤0.01%
+2,101
1546
$55K ﹤0.01%
+865
1547
$55K ﹤0.01%
+1,530
1548
$55K ﹤0.01%
+4,097
1549
$55K ﹤0.01%
+2,240
1550
$55K ﹤0.01%
+1,416
60 61
62
63 64