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
2226
$18K ﹤0.01%
+49
2227
$18K ﹤0.01%
+1,366
2228
$18K ﹤0.01%
+1,204
2229
$17K ﹤0.01%
+899
2230
$17K ﹤0.01%
+705
2231
$17K ﹤0.01%
+4,000
2232
$17K ﹤0.01%
+217
2233
$17K ﹤0.01%
+1,009
2234
$17K ﹤0.01%
+595
2235
$17K ﹤0.01%
+1,530
2236
$17K ﹤0.01%
+659
2237
$17K ﹤0.01%
+261
2238
$17K ﹤0.01%
+3,465
2239
$17K ﹤0.01%
+2,068
2240
$17K ﹤0.01%
+1,099
2241
$17K ﹤0.01%
+420
2242
$17K ﹤0.01%
+1,800
2243
$17K ﹤0.01%
+1,004
2244
$17K ﹤0.01%
+3,110
2245
$17K ﹤0.01%
+1,214
2246
$17K ﹤0.01%
+1,247
2247
$17K ﹤0.01%
+1,328
2248
$17K ﹤0.01%
+423
2249
$17K ﹤0.01%
+1,198
2250
$17K ﹤0.01%
+1,049
88 89
90
91 92