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
2651
$9K ﹤0.01%
+800
2652
$9K ﹤0.01%
+150
2653
$9K ﹤0.01%
+200
2654
$8K ﹤0.01%
+259
2655
$8K ﹤0.01%
+563
2656
$8K ﹤0.01%
+10
2657
$8K ﹤0.01%
+460
2658
$8K ﹤0.01%
+777
2659
$8K ﹤0.01%
+870
2660
$8K ﹤0.01%
+310
2661
$8K ﹤0.01%
+1,012
2662
$8K ﹤0.01%
+300
2663
$8K ﹤0.01%
+139
2664
$8K ﹤0.01%
+839
2665
$8K ﹤0.01%
+386
2666
$8K ﹤0.01%
+125
2667
$8K ﹤0.01%
+2,072
2668
$8K ﹤0.01%
+165
2669
$8K ﹤0.01%
+8
2670
$8K ﹤0.01%
+125
2671
$8K ﹤0.01%
+103
2672
$8K ﹤0.01%
+300
2673
$8K ﹤0.01%
+324
2674
$8K ﹤0.01%
+1,384
2675
$8K ﹤0.01%
+250