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
2051
$24K ﹤0.01%
+1,772
2052
$24K ﹤0.01%
+3,000
2053
$24K ﹤0.01%
+1,350
2054
$24K ﹤0.01%
+391
2055
$24K ﹤0.01%
+1,522
2056
$24K ﹤0.01%
+5,120
2057
$24K ﹤0.01%
+1,545
2058
$23K ﹤0.01%
+338
2059
$23K ﹤0.01%
+473
2060
$23K ﹤0.01%
+937
2061
$23K ﹤0.01%
+205
2062
$23K ﹤0.01%
+700
2063
$23K ﹤0.01%
+286
2064
$23K ﹤0.01%
+2,262
2065
$23K ﹤0.01%
+1,264
2066
$23K ﹤0.01%
+489
2067
$23K ﹤0.01%
+1,710
2068
$23K ﹤0.01%
+1,095
2069
$23K ﹤0.01%
+349
2070
$23K ﹤0.01%
+974
2071
$23K ﹤0.01%
+4,607
2072
– –
0
2073
$23K ﹤0.01%
+1,733
2074
$23K ﹤0.01%
+280
2075
$23K ﹤0.01%
+1,798
81 82
83
84 85