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
2301
$16K ﹤0.01%
+256
2302
$16K ﹤0.01%
+1,006
2303
$15K ﹤0.01%
+230
2304
$15K ﹤0.01%
+4,044
2305
$15K ﹤0.01%
+301
2306
$15K ﹤0.01%
+562
2307
$15K ﹤0.01%
+495
2308
$15K ﹤0.01%
+443
2309
$15K ﹤0.01%
+400
2310
$15K ﹤0.01%
+2,069
2311
$15K ﹤0.01%
+306
2312
$15K ﹤0.01%
+341
2313
$15K ﹤0.01%
+358
2314
$15K ﹤0.01%
+378
2315
$15K ﹤0.01%
+1,000
2316
$15K ﹤0.01%
+270
2317
$15K ﹤0.01%
+1,082
2318
$15K ﹤0.01%
+186
2319
$15K ﹤0.01%
+700
2320
$15K ﹤0.01%
+298
2321
$15K ﹤0.01%
+3,121
2322
$15K ﹤0.01%
+520
2323
$15K ﹤0.01%
+856
2324
$15K ﹤0.01%
+200
2325
$15K ﹤0.01%
+129