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
2251
$17K ﹤0.01%
+500
2252
$17K ﹤0.01%
+1,000
2253
$17K ﹤0.01%
+1,185
2254
$17K ﹤0.01%
+4,550
2255
$17K ﹤0.01%
+7,443
2256
$17K ﹤0.01%
+349
2257
$17K ﹤0.01%
+4,722
2258
$17K ﹤0.01%
+1,037
2259
$17K ﹤0.01%
+40,500
2260
$17K ﹤0.01%
+1,550
2261
$17K ﹤0.01%
+201
2262
$17K ﹤0.01%
+605
2263
$17K ﹤0.01%
+50
2264
$17K ﹤0.01%
+14,095
2265
$16K ﹤0.01%
+1,500
2266
$16K ﹤0.01%
+3,660
2267
$16K ﹤0.01%
+600
2268
$16K ﹤0.01%
+625
2269
$16K ﹤0.01%
+1,973
2270
$16K ﹤0.01%
+481
2271
$16K ﹤0.01%
+1,700
2272
$16K ﹤0.01%
+475
2273
$16K ﹤0.01%
+6,600
2274
$16K ﹤0.01%
+2,256
2275
$16K ﹤0.01%
+688
89 90
91
92 93