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
1901
$30K ﹤0.01%
+1,031
1902
$30K ﹤0.01%
+1,800
1903
$30K ﹤0.01%
+1,369
1904
$30K ﹤0.01%
+639
1905
$30K ﹤0.01%
+618
1906
$30K ﹤0.01%
+834
1907
$30K ﹤0.01%
+6,000
1908
$30K ﹤0.01%
+932
1909
$30K ﹤0.01%
+1,990
1910
$30K ﹤0.01%
+2,378
1911
$30K ﹤0.01%
+1,000
1912
$30K ﹤0.01%
+1,130
1913
$30K ﹤0.01%
+438
1914
$30K ﹤0.01%
+1,200
1915
$30K ﹤0.01%
+1,392
1916
$30K ﹤0.01%
+1,350
1917
$30K ﹤0.01%
+860
1918
$30K ﹤0.01%
+15,788
1919
$30K ﹤0.01%
+670
1920
$30K ﹤0.01%
+16,569
1921
$30K ﹤0.01%
+2,247
1922
$30K ﹤0.01%
+2,178
1923
$30K ﹤0.01%
+348
1924
$30K ﹤0.01%
+517
1925
$29K ﹤0.01%
+1,090
75 76
77
78 79