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
1601
$51K ﹤0.01%
+732
1602
$51K ﹤0.01%
+3,717
1603
$51K ﹤0.01%
+2,817
1604
$51K ﹤0.01%
+713
1605
$51K ﹤0.01%
+31
1606
$51K ﹤0.01%
+3,772
1607
$51K ﹤0.01%
+2,118
1608
$51K ﹤0.01%
+797
1609
$51K ﹤0.01%
+3,602
1610
$51K ﹤0.01%
+742
1611
$51K ﹤0.01%
+2,858
1612
$51K ﹤0.01%
+2,376
1613
$51K ﹤0.01%
+2,496
1614
$50K ﹤0.01%
+1,184
1615
$50K ﹤0.01%
+1,355
1616
$50K ﹤0.01%
+390
1617
$50K ﹤0.01%
+1,107
1618
$50K ﹤0.01%
+1,414
1619
$50K ﹤0.01%
+444
1620
$50K ﹤0.01%
+1,810
1621
$50K ﹤0.01%
+2,600
1622
$50K ﹤0.01%
+108
1623
$50K ﹤0.01%
+4,875
1624
$50K ﹤0.01%
+704
1625
$50K ﹤0.01%
+2,850
63 64
65
66 67