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
1926
$29K ﹤0.01%
+915
1927
$29K ﹤0.01%
+2,672
1928
$29K ﹤0.01%
+1,092
1929
$29K ﹤0.01%
+467
1930
$29K ﹤0.01%
+20,348
1931
$29K ﹤0.01%
+2,100
1932
$29K ﹤0.01%
+4,702
1933
$29K ﹤0.01%
+377
1934
$29K ﹤0.01%
+1,790
1935
$29K ﹤0.01%
+2,452
1936
$29K ﹤0.01%
+474
1937
$29K ﹤0.01%
+1,077
1938
$29K ﹤0.01%
+655
1939
$29K ﹤0.01%
+973
1940
$29K ﹤0.01%
+1,357
1941
$29K ﹤0.01%
+2,483
1942
$29K ﹤0.01%
+2,299
1943
$29K ﹤0.01%
+653
1944
$29K ﹤0.01%
+1,412
1945
$28K ﹤0.01%
+718
1946
$28K ﹤0.01%
+6,215
1947
$28K ﹤0.01%
+1,359
1948
$28K ﹤0.01%
+2,700
1949
$28K ﹤0.01%
+511
1950
$28K ﹤0.01%
+963
76 77
78
79 80