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
2926
$5K ﹤0.01%
+140
2927
$5K ﹤0.01%
+185
2928
$5K ﹤0.01%
+225
2929
$5K ﹤0.01%
+200
2930
$5K ﹤0.01%
+121
2931
$5K ﹤0.01%
+120
2932
$5K ﹤0.01%
+122
2933
$5K ﹤0.01%
+325
2934
$5K ﹤0.01%
+250
2935
$5K ﹤0.01%
+900
2936
$5K ﹤0.01%
+118
2937
$5K ﹤0.01%
+90
2938
$5K ﹤0.01%
+300
2939
$5K ﹤0.01%
+100
2940
$5K ﹤0.01%
+235
2941
$5K ﹤0.01%
+95
2942
$5K ﹤0.01%
+77
2943
$5K ﹤0.01%
+239
2944
$5K ﹤0.01%
+100
2945
$5K ﹤0.01%
+500
2946
$5K ﹤0.01%
+54
2947
$5K ﹤0.01%
+125
2948
$5K ﹤0.01%
+408
2949
$5K ﹤0.01%
+114
2950
$5K ﹤0.01%
+100