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
2951
$5K ﹤0.01%
+100
2952
$5K ﹤0.01%
+233
2953
$5K ﹤0.01%
+74
2954
$5K ﹤0.01%
+98
2955
$5K ﹤0.01%
+200
2956
$5K ﹤0.01%
+165
2957
$5K ﹤0.01%
+215
2958
$5K ﹤0.01%
+123
2959
$5K ﹤0.01%
+204
2960
$5K ﹤0.01%
+150
2961
$5K ﹤0.01%
+300
2962
$5K ﹤0.01%
+220
2963
$5K ﹤0.01%
+110
2964
$5K ﹤0.01%
+355
2965
$5K ﹤0.01%
+209
2966
$5K ﹤0.01%
+2
2967
$5K ﹤0.01%
+1,000
2968
$5K ﹤0.01%
+63
2969
$5K ﹤0.01%
+207
2970
$5K ﹤0.01%
+278
2971
$5K ﹤0.01%
+173
2972
$5K ﹤0.01%
+550
2973
$5K ﹤0.01%
+200
2974
$5K ﹤0.01%
+130
2975
$5K ﹤0.01%
+350