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
176
$1.83M 0.12%
+19,960
177
$1.82M 0.12%
+45,448
178
$1.81M 0.12%
+62,746
179
$1.81M 0.12%
+35,394
180
$1.81M 0.12%
+39,298
181
$1.79M 0.12%
+29,668
182
$1.79M 0.12%
+28,089
183
$1.79M 0.12%
+46,791
184
$1.78M 0.12%
+232,548
185
$1.76M 0.12%
+20,880
186
$1.76M 0.12%
+23,981
187
$1.75M 0.12%
+21,749
188
$1.75M 0.12%
+15,948
189
$1.72M 0.12%
+16,937
190
$1.72M 0.12%
+133,596
191
$1.69M 0.11%
+39,115
192
$1.69M 0.11%
+70,811
193
$1.68M 0.11%
+109,497
194
$1.68M 0.11%
+38,587
195
$1.67M 0.11%
+58,013
196
$1.66M 0.11%
+61,682
197
$1.65M 0.11%
+13,333
198
$1.64M 0.11%
+8,696
199
$1.64M 0.11%
+27,097
200
$1.61M 0.11%
+67,985
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8
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