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
1826
$35K ﹤0.01%
+3,052
1827
$34K ﹤0.01%
+653
1828
$34K ﹤0.01%
+11,843
1829
$34K ﹤0.01%
+372
1830
$34K ﹤0.01%
+2,679
1831
$34K ﹤0.01%
+1,407
1832
$34K ﹤0.01%
+684
1833
$34K ﹤0.01%
+2,248
1834
$34K ﹤0.01%
+5,203
1835
$34K ﹤0.01%
+465
1836
$34K ﹤0.01%
+2,813
1837
$34K ﹤0.01%
+308
1838
$34K ﹤0.01%
+1,376
1839
$34K ﹤0.01%
+50,000
1840
$34K ﹤0.01%
+508
1841
$34K ﹤0.01%
+2,106
1842
$34K ﹤0.01%
+1,169
1843
$34K ﹤0.01%
+1,839
1844
$34K ﹤0.01%
+1,519
1845
$34K ﹤0.01%
+639
1846
$33K ﹤0.01%
+354
1847
$33K ﹤0.01%
+1,594
1848
$33K ﹤0.01%
+1,333
1849
$33K ﹤0.01%
+2,153
1850
$33K ﹤0.01%
+1,200
72 73
74
75 76