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
1876
$31K ﹤0.01%
+1,345
1877
$31K ﹤0.01%
+2,508
1878
$31K ﹤0.01%
+850
1879
$31K ﹤0.01%
+1,000
1880
$31K ﹤0.01%
+1,436
1881
$31K ﹤0.01%
+684
1882
$31K ﹤0.01%
+991
1883
$31K ﹤0.01%
+6,225
1884
$31K ﹤0.01%
+433
1885
$31K ﹤0.01%
+1,861
1886
$31K ﹤0.01%
+16,843
1887
$31K ﹤0.01%
+163
1888
$31K ﹤0.01%
+411
1889
$31K ﹤0.01%
+1,000
1890
$31K ﹤0.01%
+748
1891
$31K ﹤0.01%
+740
1892
$31K ﹤0.01%
+3,572
1893
$31K ﹤0.01%
+3,033
1894
$31K ﹤0.01%
+1,008
1895
$31K ﹤0.01%
+1,212
1896
$31K ﹤0.01%
+435
1897
$30K ﹤0.01%
+345
1898
$30K ﹤0.01%
+2,498
1899
$30K ﹤0.01%
+1,162
1900
$30K ﹤0.01%
+2,340
74 75
76
77 78