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
1701
$43K ﹤0.01%
+2,626
1702
$43K ﹤0.01%
+1,750
1703
$43K ﹤0.01%
+4,950
1704
$43K ﹤0.01%
+10,000
1705
$43K ﹤0.01%
+713
1706
$43K ﹤0.01%
+2,195
1707
$42K ﹤0.01%
+385
1708
$42K ﹤0.01%
+695
1709
$42K ﹤0.01%
+883
1710
$42K ﹤0.01%
+1,469
1711
$42K ﹤0.01%
+2,010
1712
$42K ﹤0.01%
+2,049
1713
$42K ﹤0.01%
+1,140
1714
$42K ﹤0.01%
+1,480
1715
$42K ﹤0.01%
+1,750
1716
$42K ﹤0.01%
+1,741
1717
$42K ﹤0.01%
+885
1718
$42K ﹤0.01%
+4,917
1719
$41K ﹤0.01%
+3,823
1720
$41K ﹤0.01%
+8,057
1721
$41K ﹤0.01%
+3,042
1722
$41K ﹤0.01%
+4,093
1723
$41K ﹤0.01%
+2,550
1724
$41K ﹤0.01%
+1,017
1725
$41K ﹤0.01%
+1,304
67 68
69
70 71