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
1751
$39K ﹤0.01%
+1,208
1752
$39K ﹤0.01%
+1,500
1753
$39K ﹤0.01%
+6,341
1754
$39K ﹤0.01%
+873
1755
$39K ﹤0.01%
+1,432
1756
$39K ﹤0.01%
+2,094
1757
$39K ﹤0.01%
+1,172
1758
$39K ﹤0.01%
+1,126
1759
$39K ﹤0.01%
+590
1760
$39K ﹤0.01%
+2,186
1761
$39K ﹤0.01%
+1,496
1762
$38K ﹤0.01%
+833
1763
$38K ﹤0.01%
+703
1764
$38K ﹤0.01%
+5,939
1765
$38K ﹤0.01%
+814
1766
$38K ﹤0.01%
+7,960
1767
$38K ﹤0.01%
+686
1768
$38K ﹤0.01%
+3,452
1769
$38K ﹤0.01%
+1,355
1770
$38K ﹤0.01%
+739
1771
$38K ﹤0.01%
+2,375
1772
$38K ﹤0.01%
+4,160
1773
$38K ﹤0.01%
+1,205
1774
– –
0
1775
$38K ﹤0.01%
+2,790
69 70
71
72 73