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
1801
$36K ﹤0.01%
+2,168
1802
$36K ﹤0.01%
+3,800
1803
$36K ﹤0.01%
+589
1804
$36K ﹤0.01%
+1,018
1805
$36K ﹤0.01%
+938
1806
$36K ﹤0.01%
+9,510
1807
$35K ﹤0.01%
+3,100
1808
$35K ﹤0.01%
+119
1809
$35K ﹤0.01%
+800
1810
$35K ﹤0.01%
+1,052
1811
$35K ﹤0.01%
+182
1812
$35K ﹤0.01%
+1,906
1813
$35K ﹤0.01%
+1,707
1814
$35K ﹤0.01%
+944
1815
$35K ﹤0.01%
+30
1816
$35K ﹤0.01%
+1,289
1817
$35K ﹤0.01%
+995
1818
$35K ﹤0.01%
+847
1819
$35K ﹤0.01%
+2,228
1820
$35K ﹤0.01%
+1,600
1821
$35K ﹤0.01%
+1,304
1822
$35K ﹤0.01%
+1,450
1823
$35K ﹤0.01%
+2,437
1824
$35K ﹤0.01%
+502
1825
$35K ﹤0.01%
+222
71 72
73
74 75