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
2001
$26K ﹤0.01%
+339
2002
$26K ﹤0.01%
+2,160
2003
$26K ﹤0.01%
+5,000
2004
$26K ﹤0.01%
+2,501
2005
$26K ﹤0.01%
+422
2006
$26K ﹤0.01%
+595
2007
$26K ﹤0.01%
+2,000
2008
$26K ﹤0.01%
+346
2009
$26K ﹤0.01%
+1,277
2010
$26K ﹤0.01%
+867
2011
$26K ﹤0.01%
+902
2012
$26K ﹤0.01%
+14,689
2013
$26K ﹤0.01%
+2,522
2014
$25K ﹤0.01%
+448
2015
$25K ﹤0.01%
+959
2016
$25K ﹤0.01%
+1,165
2017
$25K ﹤0.01%
+1,477
2018
$25K ﹤0.01%
+356
2019
$25K ﹤0.01%
+937
2020
$25K ﹤0.01%
+231
2021
$25K ﹤0.01%
+1,400
2022
$25K ﹤0.01%
+697
2023
$25K ﹤0.01%
+1,357
2024
$25K ﹤0.01%
+466
2025
$25K ﹤0.01%
+700
79 80
81
82 83