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
1976
$27K ﹤0.01%
+308
1977
$27K ﹤0.01%
+2,250
1978
$27K ﹤0.01%
+2,253
1979
$27K ﹤0.01%
+1,101
1980
$27K ﹤0.01%
+208
1981
$27K ﹤0.01%
+981
1982
$27K ﹤0.01%
+797
1983
$27K ﹤0.01%
+471
1984
$27K ﹤0.01%
+2,057
1985
$27K ﹤0.01%
+1,059
1986
$27K ﹤0.01%
+1,026
1987
$27K ﹤0.01%
+1,920
1988
$27K ﹤0.01%
+1,200
1989
$26K ﹤0.01%
+1,060
1990
$26K ﹤0.01%
+852
1991
$26K ﹤0.01%
+1,600
1992
$26K ﹤0.01%
+281
1993
$26K ﹤0.01%
+4,097
1994
$26K ﹤0.01%
+3,846
1995
$26K ﹤0.01%
+1,890
1996
$26K ﹤0.01%
+278
1997
$26K ﹤0.01%
+712
1998
$26K ﹤0.01%
+420
1999
$26K ﹤0.01%
+447
2000
$26K ﹤0.01%
+949
78 79
80
81 82