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
2826
$6K ﹤0.01%
+206
2827
$6K ﹤0.01%
+760
2828
$6K ﹤0.01%
+126
2829
$6K ﹤0.01%
+126
2830
$6K ﹤0.01%
+163
2831
$6K ﹤0.01%
+276
2832
$6K ﹤0.01%
+188
2833
$6K ﹤0.01%
+1,104
2834
$6K ﹤0.01%
+455
2835
$6K ﹤0.01%
+106
2836
$6K ﹤0.01%
+369
2837
$6K ﹤0.01%
+373
2838
$6K ﹤0.01%
+400
2839
$6K ﹤0.01%
+161
2840
$6K ﹤0.01%
+400
2841
$6K ﹤0.01%
+103
2842
$6K ﹤0.01%
+248
2843
$6K ﹤0.01%
+471
2844
$6K ﹤0.01%
+103
2845
$6K ﹤0.01%
+200
2846
$6K ﹤0.01%
+412
2847
$6K ﹤0.01%
+151
2848
$6K ﹤0.01%
+710
2849
$6K ﹤0.01%
+128
2850
$6K ﹤0.01%
+156