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
2701
$8K ﹤0.01%
+100
2702
$8K ﹤0.01%
+180
2703
$8K ﹤0.01%
+900
2704
$8K ﹤0.01%
+257
2705
$8K ﹤0.01%
+1,675
2706
$8K ﹤0.01%
+157
2707
$8K ﹤0.01%
+221
2708
$8K ﹤0.01%
+382
2709
$8K ﹤0.01%
+345
2710
$8K ﹤0.01%
+150
2711
$8K ﹤0.01%
+130
2712
$8K ﹤0.01%
+1,244
2713
$8K ﹤0.01%
+60
2714
$8K ﹤0.01%
+50
2715
$8K ﹤0.01%
+348
2716
$7K ﹤0.01%
+1,100
2717
$7K ﹤0.01%
+97
2718
$7K ﹤0.01%
+655
2719
$7K ﹤0.01%
+164
2720
$7K ﹤0.01%
+490
2721
$7K ﹤0.01%
+106
2722
$7K ﹤0.01%
+1,143
2723
$7K ﹤0.01%
+550
2724
$7K ﹤0.01%
+509
2725
$7K ﹤0.01%
+432