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
1626
$49K ﹤0.01%
+2,836
1627
$49K ﹤0.01%
+1,263
1628
$49K ﹤0.01%
+2,834
1629
$49K ﹤0.01%
+17
1630
$49K ﹤0.01%
+2,124
1631
$49K ﹤0.01%
+2,235
1632
$49K ﹤0.01%
+3,687
1633
$49K ﹤0.01%
+1,211
1634
$49K ﹤0.01%
+1,390
1635
$48K ﹤0.01%
+1,244
1636
$48K ﹤0.01%
+2,953
1637
$48K ﹤0.01%
+826
1638
$48K ﹤0.01%
+2,200
1639
$48K ﹤0.01%
+1,492
1640
$48K ﹤0.01%
+3,364
1641
$48K ﹤0.01%
+2,437
1642
$48K ﹤0.01%
+635
1643
$48K ﹤0.01%
+3,101
1644
$48K ﹤0.01%
+811
1645
$48K ﹤0.01%
+1,196
1646
$48K ﹤0.01%
+950
1647
$47K ﹤0.01%
+2,995
1648
$47K ﹤0.01%
+2,005
1649
$47K ﹤0.01%
+2,456
1650
$47K ﹤0.01%
+697
64 65
66
67 68