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
2626
$9K ﹤0.01%
+370
2627
$9K ﹤0.01%
+1,077
2628
$9K ﹤0.01%
+4,486
2629
$9K ﹤0.01%
+777
2630
$9K ﹤0.01%
+2,044
2631
$9K ﹤0.01%
+625
2632
$9K ﹤0.01%
+253
2633
$9K ﹤0.01%
+216
2634
$9K ﹤0.01%
+285
2635
$9K ﹤0.01%
+40,777
2636
$9K ﹤0.01%
+678
2637
$9K ﹤0.01%
+256
2638
$9K ﹤0.01%
+150
2639
$9K ﹤0.01%
+250
2640
$9K ﹤0.01%
+289
2641
$9K ﹤0.01%
+600
2642
$9K ﹤0.01%
+590
2643
$9K ﹤0.01%
+205
2644
$9K ﹤0.01%
+331
2645
$9K ﹤0.01%
+174
2646
$9K ﹤0.01%
+531
2647
$9K ﹤0.01%
+2,100
2648
$9K ﹤0.01%
+186
2649
$9K ﹤0.01%
+1,363
2650
$9K ﹤0.01%
+2,273