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
2151
$20K ﹤0.01%
+1,285
2152
$20K ﹤0.01%
+570
2153
$20K ﹤0.01%
+3,200
2154
$20K ﹤0.01%
+450
2155
$20K ﹤0.01%
+1,300
2156
$20K ﹤0.01%
+1,002
2157
$20K ﹤0.01%
+396
2158
$20K ﹤0.01%
+1,023
2159
$20K ﹤0.01%
+600
2160
$20K ﹤0.01%
+647
2161
$20K ﹤0.01%
+500
2162
$20K ﹤0.01%
+750
2163
$20K ﹤0.01%
+738
2164
$19K ﹤0.01%
+2,675
2165
$19K ﹤0.01%
+382
2166
$19K ﹤0.01%
+3,310
2167
$19K ﹤0.01%
+981
2168
$19K ﹤0.01%
+1,180
2169
$19K ﹤0.01%
+4,700
2170
$19K ﹤0.01%
+1,146
2171
$19K ﹤0.01%
+1,201
2172
$19K ﹤0.01%
+383
2173
$19K ﹤0.01%
+640
2174
$19K ﹤0.01%
+1,000
2175
$19K ﹤0.01%
+1,267
85 86
87
88 89