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
2501
$11K ﹤0.01%
+290
2502
$11K ﹤0.01%
+135
2503
$11K ﹤0.01%
+1,192
2504
$11K ﹤0.01%
+751
2505
$11K ﹤0.01%
+210
2506
$11K ﹤0.01%
+510
2507
$11K ﹤0.01%
+137
2508
$11K ﹤0.01%
+400
2509
$11K ﹤0.01%
+106
2510
$11K ﹤0.01%
+390
2511
$11K ﹤0.01%
+152
2512
$11K ﹤0.01%
+49
2513
$11K ﹤0.01%
+675
2514
$11K ﹤0.01%
+800
2515
$11K ﹤0.01%
+189
2516
$11K ﹤0.01%
+314
2517
$11K ﹤0.01%
+1
2518
$11K ﹤0.01%
+1,000
2519
$11K ﹤0.01%
+375
2520
$11K ﹤0.01%
+500
2521
$11K ﹤0.01%
+295
2522
$11K ﹤0.01%
+1,145
2523
$11K ﹤0.01%
+2,115
2524
$11K ﹤0.01%
+500
2525
$11K ﹤0.01%
+6,610