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
1851
$33K ﹤0.01%
+976
1852
$33K ﹤0.01%
+2,128
1853
$33K ﹤0.01%
+3,923
1854
$33K ﹤0.01%
+2,581
1855
$33K ﹤0.01%
+544
1856
$33K ﹤0.01%
+5,109
1857
$33K ﹤0.01%
+188
1858
$33K ﹤0.01%
+1,018
1859
$32K ﹤0.01%
+1,658
1860
$32K ﹤0.01%
+1,073
1861
$32K ﹤0.01%
+1,350
1862
$32K ﹤0.01%
+2,000
1863
$32K ﹤0.01%
+1,395
1864
$32K ﹤0.01%
+900
1865
$32K ﹤0.01%
+1,280
1866
$32K ﹤0.01%
+6,325
1867
$32K ﹤0.01%
+1,238
1868
$32K ﹤0.01%
+2,360
1869
$32K ﹤0.01%
+2,341
1870
$32K ﹤0.01%
+707
1871
$32K ﹤0.01%
+385
1872
$32K ﹤0.01%
+398
1873
$32K ﹤0.01%
+1,199
1874
$31K ﹤0.01%
+2,256
1875
$31K ﹤0.01%
+5,600
73 74
75
76 77