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
2901
$6K ﹤0.01%
+144
2902
$6K ﹤0.01%
+1,050
2903
$6K ﹤0.01%
+408
2904
$6K ﹤0.01%
+61
2905
$6K ﹤0.01%
+675
2906
$6K ﹤0.01%
+965
2907
$5K ﹤0.01%
+850
2908
$5K ﹤0.01%
+274
2909
$5K ﹤0.01%
+102
2910
$5K ﹤0.01%
+292
2911
$5K ﹤0.01%
+178
2912
$5K ﹤0.01%
+202
2913
$5K ﹤0.01%
+137
2914
$5K ﹤0.01%
+2,200
2915
$5K ﹤0.01%
+476
2916
$5K ﹤0.01%
+200
2917
$5K ﹤0.01%
+95
2918
$5K ﹤0.01%
+250
2919
$5K ﹤0.01%
+200
2920
$5K ﹤0.01%
+87
2921
$5K ﹤0.01%
+94
2922
$5K ﹤0.01%
+156
2923
$5K ﹤0.01%
+3,700
2924
$5K ﹤0.01%
+3
2925
$5K ﹤0.01%
+150