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
2676
$8K ﹤0.01%
+3,270
2677
$8K ﹤0.01%
+400
2678
$8K ﹤0.01%
+627
2679
$8K ﹤0.01%
+292
2680
$8K ﹤0.01%
+500
2681
$8K ﹤0.01%
+100
2682
$8K ﹤0.01%
+9,963
2683
$8K ﹤0.01%
+500
2684
$8K ﹤0.01%
+178
2685
$8K ﹤0.01%
+139
2686
$8K ﹤0.01%
+222
2687
$8K ﹤0.01%
+1,040
2688
$8K ﹤0.01%
+1,393
2689
$8K ﹤0.01%
+827
2690
$8K ﹤0.01%
+1,096
2691
$8K ﹤0.01%
+207
2692
$8K ﹤0.01%
+250
2693
$8K ﹤0.01%
+416
2694
$8K ﹤0.01%
+289
2695
$8K ﹤0.01%
+165
2696
$8K ﹤0.01%
+570
2697
$8K ﹤0.01%
+33
2698
$8K ﹤0.01%
+408
2699
$8K ﹤0.01%
+1,592
2700
$8K ﹤0.01%
+511