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
251
$1.28M 0.09%
+15,679
252
$1.27M 0.09%
+31,684
253
$1.26M 0.08%
+16,953
254
$1.26M 0.08%
+10,987
255
$1.25M 0.08%
+84,947
256
$1.25M 0.08%
+14,193
257
$1.25M 0.08%
+46,266
258
$1.25M 0.08%
+28,906
259
$1.24M 0.08%
+27,986
260
$1.23M 0.08%
+60,300
261
$1.23M 0.08%
+76,065
262
$1.22M 0.08%
+58,194
263
$1.21M 0.08%
+48,429
264
$1.2M 0.08%
+33,226
265
$1.2M 0.08%
+85,818
266
$1.19M 0.08%
+10,968
267
$1.18M 0.08%
+58,561
268
$1.18M 0.08%
+45,993
269
$1.17M 0.08%
+56,111
270
$1.17M 0.08%
+8,797
271
$1.17M 0.08%
+35,530
272
$1.17M 0.08%
+22,110
273
$1.16M 0.08%
+35,328
274
$1.16M 0.08%
+8,156
275
$1.15M 0.08%
+18,430