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
3001
$5K ﹤0.01%
+38
3002
$5K ﹤0.01%
+136
3003
$5K ﹤0.01%
+3,314
3004
$5K ﹤0.01%
+76
3005
$5K ﹤0.01%
+544
3006
$5K ﹤0.01%
+58
3007
$5K ﹤0.01%
+178
3008
$5K ﹤0.01%
+600
3009
$5K ﹤0.01%
+120
3010
$5K ﹤0.01%
+180
3011
$5K ﹤0.01%
+1,551
3012
$5K ﹤0.01%
+206
3013
$5K ﹤0.01%
+333
3014
$5K ﹤0.01%
+406
3015
$5K ﹤0.01%
+357
3016
$5K ﹤0.01%
+1,359
3017
$5K ﹤0.01%
+99
3018
$4K ﹤0.01%
+100
3019
$4K ﹤0.01%
+143
3020
$4K ﹤0.01%
+186
3021
$4K ﹤0.01%
+120
3022
$4K ﹤0.01%
+40
3023
$4K ﹤0.01%
+96
3024
$4K ﹤0.01%
+140
3025
$4K ﹤0.01%
+261