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
1551
$55K ﹤0.01%
+1,248
1552
$55K ﹤0.01%
+3,506
1553
$55K ﹤0.01%
+15,245
1554
$55K ﹤0.01%
+2,460
1555
$55K ﹤0.01%
+4,240
1556
$55K ﹤0.01%
+270
1557
$55K ﹤0.01%
+4,096
1558
$54K ﹤0.01%
+5,445
1559
$54K ﹤0.01%
+3,654
1560
$54K ﹤0.01%
+3,020
1561
$54K ﹤0.01%
+741
1562
$54K ﹤0.01%
+1,526
1563
$54K ﹤0.01%
+6,265
1564
$54K ﹤0.01%
+1,261
1565
$54K ﹤0.01%
+1,962
1566
$54K ﹤0.01%
+41
1567
$54K ﹤0.01%
+2,158
1568
$54K ﹤0.01%
+2,010
1569
$54K ﹤0.01%
+458
1570
$54K ﹤0.01%
+1,388
1571
$53K ﹤0.01%
+1,573
1572
$53K ﹤0.01%
+7,632
1573
$53K ﹤0.01%
+2
1574
$53K ﹤0.01%
+1,935
1575
$53K ﹤0.01%
+4,077
61 62
63
64 65