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
151
$2.23M 0.15%
+22,190
152
$2.17M 0.15%
+36,055
153
$2.15M 0.14%
+58,873
154
$2.14M 0.14%
+55,267
155
$2.12M 0.14%
+18,728
156
$2.12M 0.14%
+82,738
157
$2.11M 0.14%
+21,348
158
$2.1M 0.14%
+55,554
159
$2.09M 0.14%
+45,243
160
$2.06M 0.14%
+26,898
161
$2.05M 0.14%
+36,305
162
$2.03M 0.14%
+35,192
163
$2.02M 0.14%
+41,616
164
$2.02M 0.14%
+41,797
165
$1.99M 0.13%
+24,283
166
$1.94M 0.13%
+22,975
167
$1.93M 0.13%
+38,651
168
$1.93M 0.13%
+26,184
169
$1.93M 0.13%
+19,684
170
$1.9M 0.13%
+15,735
171
$1.89M 0.13%
+62,093
172
$1.89M 0.13%
+69,399
173
$1.85M 0.12%
+79,804
174
$1.84M 0.12%
+133,893
175
$1.84M 0.12%
+31,562
5 6
7
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