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
2851
$6K ﹤0.01%
+126
2852
$6K ﹤0.01%
+400
2853
$6K ﹤0.01%
+245
2854
$6K ﹤0.01%
+329
2855
$6K ﹤0.01%
+343
2856
$6K ﹤0.01%
+886
2857
$6K ﹤0.01%
+400
2858
$6K ﹤0.01%
+482
2859
$6K ﹤0.01%
+493
2860
$6K ﹤0.01%
+328
2861
$6K ﹤0.01%
+135
2862
$6K ﹤0.01%
+264
2863
$6K ﹤0.01%
+80
2864
$6K ﹤0.01%
+219
2865
$6K ﹤0.01%
+58
2866
$6K ﹤0.01%
+500
2867
$6K ﹤0.01%
+375
2868
$6K ﹤0.01%
+1,000
2869
$6K ﹤0.01%
+949
2870
$6K ﹤0.01%
+131
2871
$6K ﹤0.01%
+532
2872
$6K ﹤0.01%
+400
2873
$6K ﹤0.01%
+200
2874
$6K ﹤0.01%
+3,600
2875
$6K ﹤0.01%
+348