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
2776
$7K ﹤0.01%
+377
2777
$7K ﹤0.01%
+175
2778
$7K ﹤0.01%
+200
2779
$7K ﹤0.01%
+70
2780
$7K ﹤0.01%
+450
2781
$7K ﹤0.01%
+462
2782
$7K ﹤0.01%
+130
2783
$7K ﹤0.01%
+115
2784
$7K ﹤0.01%
+114,130
2785
$7K ﹤0.01%
+2,749
2786
$7K ﹤0.01%
+6,491
2787
$7K ﹤0.01%
+1,500
2788
$7K ﹤0.01%
+1,200
2789
$7K ﹤0.01%
+2,417
2790
$7K ﹤0.01%
+377
2791
$7K ﹤0.01%
+4,229
2792
$7K ﹤0.01%
+6,908
2793
$7K ﹤0.01%
+1,765
2794
$7K ﹤0.01%
+185
2795
$7K ﹤0.01%
+401
2796
$7K ﹤0.01%
+1,396
2797
$7K ﹤0.01%
+111
2798
$7K ﹤0.01%
+150
2799
$7K ﹤0.01%
+35
2800
$7K ﹤0.01%
+925