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
1676
$45K ﹤0.01%
+776
1677
$45K ﹤0.01%
+1,375
1678
$45K ﹤0.01%
+751
1679
$45K ﹤0.01%
+959
1680
$44K ﹤0.01%
+1,460
1681
$44K ﹤0.01%
+6,129
1682
$44K ﹤0.01%
+3,500
1683
$44K ﹤0.01%
+1,350
1684
$44K ﹤0.01%
+1,250
1685
$44K ﹤0.01%
+3,324
1686
$44K ﹤0.01%
+1,370
1687
$44K ﹤0.01%
+1,150
1688
$44K ﹤0.01%
+1,588
1689
$44K ﹤0.01%
+1,050
1690
$44K ﹤0.01%
+511
1691
$43K ﹤0.01%
+1,460
1692
$43K ﹤0.01%
+916
1693
$43K ﹤0.01%
+413
1694
$43K ﹤0.01%
+4,454
1695
$43K ﹤0.01%
+1,586
1696
$43K ﹤0.01%
+594
1697
$43K ﹤0.01%
+2,847
1698
$43K ﹤0.01%
+3,177
1699
$43K ﹤0.01%
+1,000
1700
$43K ﹤0.01%
+3,259
66 67
68
69 70