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
2376
$14K ﹤0.01%
+139
2377
$14K ﹤0.01%
+178
2378
$14K ﹤0.01%
+769
2379
$14K ﹤0.01%
+1,003
2380
$14K ﹤0.01%
+172
2381
$14K ﹤0.01%
+602
2382
$14K ﹤0.01%
+242
2383
$14K ﹤0.01%
+136
2384
$14K ﹤0.01%
+1,714
2385
$14K ﹤0.01%
+1,301
2386
$14K ﹤0.01%
+3
2387
$14K ﹤0.01%
+333
2388
$14K ﹤0.01%
+400
2389
$14K ﹤0.01%
+1,075
2390
$14K ﹤0.01%
+500
2391
$14K ﹤0.01%
+275
2392
$14K ﹤0.01%
+1,253
2393
$14K ﹤0.01%
+619
2394
$14K ﹤0.01%
+931
2395
$13K ﹤0.01%
+353
2396
$13K ﹤0.01%
+346
2397
$13K ﹤0.01%
+450
2398
$13K ﹤0.01%
+278
2399
$13K ﹤0.01%
+350
2400
$13K ﹤0.01%
+1,315
94 95
96
97 98