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
2576
$14K ﹤0.01%
173
-122
2577
$14K ﹤0.01%
+500
2578
$14K ﹤0.01%
282
+195
2579
$14K ﹤0.01%
242
+91
2580
$14K ﹤0.01%
+900
2581
$14K ﹤0.01%
+400
2582
$14K ﹤0.01%
518
+448
2583
$14K ﹤0.01%
272
+261
2584
$14K ﹤0.01%
+356
2585
$14K ﹤0.01%
817
+17
2586
$14K ﹤0.01%
+1,520
2587
$14K ﹤0.01%
+617
2588
$14K ﹤0.01%
2,700
+2,200
2589
$14K ﹤0.01%
+234
2590
$14K ﹤0.01%
+330
2591
$14K ﹤0.01%
+325
2592
$14K ﹤0.01%
+1,350
2593
$14K ﹤0.01%
351
+332
2594
$14K ﹤0.01%
+44
2595
$14K ﹤0.01%
+235
2596
$14K ﹤0.01%
+448
2597
$13K ﹤0.01%
160
+130
2598
$13K ﹤0.01%
+353
2599
$13K ﹤0.01%
+393
2600
$13K ﹤0.01%
300
+80