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
1651
$47K ﹤0.01%
+1,837
1652
$47K ﹤0.01%
+469
1653
$47K ﹤0.01%
+2,001
1654
$47K ﹤0.01%
+794
1655
$47K ﹤0.01%
+5,100
1656
$47K ﹤0.01%
+3,312
1657
$47K ﹤0.01%
+1,662
1658
$46K ﹤0.01%
+2,589
1659
$46K ﹤0.01%
+29,178
1660
$46K ﹤0.01%
+1,226
1661
$46K ﹤0.01%
+4,500
1662
$46K ﹤0.01%
+876
1663
$46K ﹤0.01%
+3,715
1664
$46K ﹤0.01%
+1,200
1665
$46K ﹤0.01%
+249
1666
$46K ﹤0.01%
+3,635
1667
$46K ﹤0.01%
+3,272
1668
$46K ﹤0.01%
+979
1669
$45K ﹤0.01%
+960
1670
$45K ﹤0.01%
+3,404
1671
$45K ﹤0.01%
+798
1672
$45K ﹤0.01%
+3,370
1673
$45K ﹤0.01%
+4,771
1674
$45K ﹤0.01%
+933
1675
$45K ﹤0.01%
+6,497
65 66
67
68 69