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
1726
$41K ﹤0.01%
+1,740
1727
$41K ﹤0.01%
+1,343
1728
$41K ﹤0.01%
+688
1729
$41K ﹤0.01%
+1,445
1730
$41K ﹤0.01%
+1,002
1731
$41K ﹤0.01%
+546
1732
$41K ﹤0.01%
+953
1733
$41K ﹤0.01%
+3,368
1734
$40K ﹤0.01%
+650
1735
$40K ﹤0.01%
+487
1736
$40K ﹤0.01%
+2,590
1737
$40K ﹤0.01%
+900
1738
$40K ﹤0.01%
+1,400
1739
$40K ﹤0.01%
+1,200
1740
$40K ﹤0.01%
+2,500
1741
$40K ﹤0.01%
+1,750
1742
$40K ﹤0.01%
+1,351
1743
$40K ﹤0.01%
+947
1744
$40K ﹤0.01%
+1,583
1745
$40K ﹤0.01%
+443
1746
$40K ﹤0.01%
+2,500
1747
$40K ﹤0.01%
+1,586
1748
$39K ﹤0.01%
+1,312
1749
$39K ﹤0.01%
+1,258
1750
$39K ﹤0.01%
+2,000
68 69
70
71 72