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
2951
$7K ﹤0.01%
+3,314
2952
$7K ﹤0.01%
+414
2953
$7K ﹤0.01%
+1,000
2954
$7K ﹤0.01%
+550
2955
$7K ﹤0.01%
+251
2956
$7K ﹤0.01%
+328
2957
$7K ﹤0.01%
+500
2958
$7K ﹤0.01%
+150
2959
$7K ﹤0.01%
+20
2960
$7K ﹤0.01%
1,000
-600
2961
$7K ﹤0.01%
+340
2962
$7K ﹤0.01%
367
+277
2963
$7K ﹤0.01%
+188
2964
$7K ﹤0.01%
+915
2965
$7K ﹤0.01%
+126
2966
$7K ﹤0.01%
+4
2967
$7K ﹤0.01%
+515
2968
$7K ﹤0.01%
+138
2969
$7K ﹤0.01%
135
+35
2970
$7K ﹤0.01%
+115
2971
$7K ﹤0.01%
343
+322
2972
$7K ﹤0.01%
+477
2973
$7K ﹤0.01%
+200
2974
$7K ﹤0.01%
620
2975
$7K ﹤0.01%
+444