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
1951
$28K ﹤0.01%
+515
1952
$28K ﹤0.01%
+493
1953
$28K ﹤0.01%
+8
1954
$28K ﹤0.01%
+1,020
1955
$28K ﹤0.01%
+2,116
1956
$28K ﹤0.01%
+2,928
1957
$28K ﹤0.01%
+1,007
1958
$28K ﹤0.01%
+319
1959
$28K ﹤0.01%
+1,200
1960
$28K ﹤0.01%
+3,118
1961
$28K ﹤0.01%
+488
1962
$28K ﹤0.01%
+1,650
1963
$28K ﹤0.01%
+2,000
1964
$27K ﹤0.01%
+770
1965
$27K ﹤0.01%
+673
1966
$27K ﹤0.01%
+3,578
1967
$27K ﹤0.01%
+651
1968
$27K ﹤0.01%
+2,073
1969
$27K ﹤0.01%
+1,738
1970
$27K ﹤0.01%
+106
1971
$27K ﹤0.01%
+5,934
1972
$27K ﹤0.01%
+500
1973
$27K ﹤0.01%
+2,155
1974
$27K ﹤0.01%
+2,025
1975
$27K ﹤0.01%
+895
77 78
79
80 81