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
201
$1.61M 0.11%
+23,867
202
$1.6M 0.11%
+19,680
203
$1.59M 0.11%
+31,021
204
$1.59M 0.11%
+38,046
205
$1.58M 0.11%
+61,136
206
$1.57M 0.11%
+65,694
207
$1.56M 0.11%
+154,002
208
$1.55M 0.1%
+22,877
209
$1.55M 0.1%
+37,038
210
$1.55M 0.1%
+18,020
211
$1.54M 0.1%
+65,951
212
$1.52M 0.1%
+25,092
213
$1.51M 0.1%
+31,652
214
$1.51M 0.1%
+34,797
215
$1.51M 0.1%
+89,230
216
$1.5M 0.1%
+15,526
217
$1.5M 0.1%
+29,732
218
$1.5M 0.1%
+8,621
219
$1.5M 0.1%
+44,472
220
$1.49M 0.1%
+6,848
221
$1.49M 0.1%
+27,855
222
$1.48M 0.1%
+15,566
223
$1.48M 0.1%
+31,646
224
$1.48M 0.1%
+72,101
225
$1.47M 0.1%
+19,350
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