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
2126
$21K ﹤0.01%
+1,333
2127
$21K ﹤0.01%
+551
2128
$21K ﹤0.01%
+1,074
2129
$21K ﹤0.01%
+471
2130
$21K ﹤0.01%
+413
2131
$21K ﹤0.01%
+345
2132
$21K ﹤0.01%
+570
2133
$21K ﹤0.01%
+2,260
2134
$21K ﹤0.01%
+2,369
2135
$21K ﹤0.01%
+2,000
2136
$21K ﹤0.01%
+550
2137
$21K ﹤0.01%
+1,650
2138
$21K ﹤0.01%
+2,500
2139
$21K ﹤0.01%
+300
2140
$20K ﹤0.01%
+888
2141
$20K ﹤0.01%
+477
2142
$20K ﹤0.01%
+1,703
2143
$20K ﹤0.01%
+1,535
2144
$20K ﹤0.01%
+182
2145
$20K ﹤0.01%
+1,631
2146
$20K ﹤0.01%
+809
2147
$20K ﹤0.01%
+867
2148
$20K ﹤0.01%
+2,165
2149
$20K ﹤0.01%
+1,403
2150
$20K ﹤0.01%
+780
84 85
86
87 88