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
2076
$23K ﹤0.01%
+1,030
2077
$23K ﹤0.01%
+494
2078
$23K ﹤0.01%
+3,909
2079
$23K ﹤0.01%
+1,726
2080
$23K ﹤0.01%
+162
2081
$23K ﹤0.01%
+1,452
2082
$23K ﹤0.01%
+609
2083
$23K ﹤0.01%
+1,650
2084
$22K ﹤0.01%
+511
2085
$22K ﹤0.01%
+1,504
2086
$22K ﹤0.01%
+3,307
2087
$22K ﹤0.01%
+2,002
2088
$22K ﹤0.01%
+1,280
2089
$22K ﹤0.01%
+276
2090
$22K ﹤0.01%
+3,861
2091
$22K ﹤0.01%
+990
2092
$22K ﹤0.01%
+1,359
2093
$22K ﹤0.01%
+1,625
2094
$22K ﹤0.01%
+2,184
2095
$22K ﹤0.01%
+1,670
2096
$22K ﹤0.01%
+3,139
2097
$22K ﹤0.01%
+433
2098
$22K ﹤0.01%
+399
2099
$22K ﹤0.01%
+819
2100
$22K ﹤0.01%
+608
82 83
84
85 86