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
2851
$8K ﹤0.01%
+514
2852
$8K ﹤0.01%
+1,551
2853
$8K ﹤0.01%
812
+747
2854
$8K ﹤0.01%
+124
2855
$8K ﹤0.01%
+402
2856
$8K ﹤0.01%
264
-976
2857
$8K ﹤0.01%
+777
2858
$8K ﹤0.01%
75
+10
2859
$8K ﹤0.01%
+128
2860
$8K ﹤0.01%
+383
2861
$8K ﹤0.01%
+169
2862
$8K ﹤0.01%
+493
2863
$8K ﹤0.01%
+78
2864
$8K ﹤0.01%
+169
2865
$8K ﹤0.01%
+663
2866
$8K ﹤0.01%
+4,175
2867
$8K ﹤0.01%
125
+25
2868
$8K ﹤0.01%
+438
2869
$8K ﹤0.01%
+2,000
2870
$8K ﹤0.01%
+4,014
2871
$8K ﹤0.01%
+230
2872
$8K ﹤0.01%
+227
2873
$8K ﹤0.01%
+2,141
2874
$8K ﹤0.01%
+506
2875
$8K ﹤0.01%
210
-351