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
1776
$38K ﹤0.01%
+1,020
1777
$38K ﹤0.01%
+4,535
1778
$38K ﹤0.01%
+768
1779
$38K ﹤0.01%
+2,745
1780
$37K ﹤0.01%
+245
1781
$37K ﹤0.01%
+9,078
1782
$37K ﹤0.01%
+5,243
1783
$37K ﹤0.01%
+371
1784
$37K ﹤0.01%
+1,690
1785
$37K ﹤0.01%
+585
1786
$37K ﹤0.01%
+3,243
1787
$37K ﹤0.01%
+17,765
1788
$37K ﹤0.01%
+1,809
1789
$37K ﹤0.01%
+1,050
1790
$37K ﹤0.01%
+1,518
1791
$37K ﹤0.01%
+1,185
1792
$37K ﹤0.01%
+1,452
1793
$36K ﹤0.01%
+2,013
1794
$36K ﹤0.01%
+1,883
1795
$36K ﹤0.01%
+1,650
1796
$36K ﹤0.01%
+500
1797
$36K ﹤0.01%
+1,285
1798
$36K ﹤0.01%
+3,094
1799
$36K ﹤0.01%
+632
1800
$36K ﹤0.01%
+1,436
70 71
72
73 74