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
2801
$9K ﹤0.01%
+600
2802
$9K ﹤0.01%
346
+224
2803
$9K ﹤0.01%
500
-1,855
2804
$9K ﹤0.01%
+468
2805
$9K ﹤0.01%
281
+231
2806
$9K ﹤0.01%
+5,000
2807
$9K ﹤0.01%
+1,700
2808
$9K ﹤0.01%
+1,000
2809
$9K ﹤0.01%
+250
2810
$9K ﹤0.01%
3,899
+3,599
2811
$9K ﹤0.01%
+250
2812
$9K ﹤0.01%
+400
2813
$9K ﹤0.01%
+1,100
2814
$9K ﹤0.01%
+750
2815
$9K ﹤0.01%
+254
2816
$9K ﹤0.01%
+1,492
2817
$9K ﹤0.01%
+500
2818
$9K ﹤0.01%
+800
2819
$9K ﹤0.01%
+120
2820
$9K ﹤0.01%
+2,839
2821
$9K ﹤0.01%
+4,450
2822
$9K ﹤0.01%
+1,200
2823
$9K ﹤0.01%
5,525
+5,099
2824
$9K ﹤0.01%
+641
2825
$9K ﹤0.01%
+449