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
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,735
New
Increased
Reduced
Closed

Top Buys

1 +$31M
2 +$27.7M
3 +$23.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.1M
5
AAPL icon
Apple
AAPL
+$22M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$15K ﹤0.01%
+283
2527
$15K ﹤0.01%
+681
2528
$15K ﹤0.01%
+500
2529
$15K ﹤0.01%
700
+590
2530
$15K ﹤0.01%
+500
2531
$15K ﹤0.01%
14,095
+14,000
2532
$15K ﹤0.01%
1,444
+238
2533
$15K ﹤0.01%
+1,477
2534
$15K ﹤0.01%
629
+203
2535
$15K ﹤0.01%
+191
2536
$15K ﹤0.01%
+10,000
2537
$15K ﹤0.01%
+872
2538
$15K ﹤0.01%
+453
2539
$15K ﹤0.01%
+6,686
2540
$15K ﹤0.01%
+3,500
2541
$15K ﹤0.01%
+445
2542
$15K ﹤0.01%
+715
2543
$15K ﹤0.01%
+600
2544
$15K ﹤0.01%
2,400
+400
2545
$15K ﹤0.01%
+200
2546
$15K ﹤0.01%
+816
2547
$15K ﹤0.01%
+1,382
2548
$15K ﹤0.01%
295
2549
$15K ﹤0.01%
+1,020
2550
$15K ﹤0.01%
423
+409