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
2676
$11K ﹤0.01%
130
+76
2677
$11K ﹤0.01%
170
+85
2678
$11K ﹤0.01%
+413
2679
$11K ﹤0.01%
+200
2680
$11K ﹤0.01%
326
+215
2681
$11K ﹤0.01%
780
+630
2682
$11K ﹤0.01%
+160
2683
$11K ﹤0.01%
120
-715
2684
$11K ﹤0.01%
157
-118
2685
$11K ﹤0.01%
879
+379
2686
$11K ﹤0.01%
164
2687
$11K ﹤0.01%
+755
2688
$11K ﹤0.01%
+245
2689
$11K ﹤0.01%
+500
2690
$11K ﹤0.01%
+283
2691
$11K ﹤0.01%
+565
2692
$11K ﹤0.01%
+775
2693
$11K ﹤0.01%
934
+900
2694
$11K ﹤0.01%
+222
2695
$11K ﹤0.01%
+1,361
2696
$11K ﹤0.01%
+675
2697
$11K ﹤0.01%
+400
2698
$11K ﹤0.01%
+400
2699
$11K ﹤0.01%
+404
2700
$11K ﹤0.01%
+6,610