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
3001
$6K ﹤0.01%
+200
3002
$6K ﹤0.01%
+599
3003
$6K ﹤0.01%
+542
3004
$6K ﹤0.01%
750
-1,905
3005
$6K ﹤0.01%
+241
3006
$6K ﹤0.01%
+241
3007
$6K ﹤0.01%
234
-807
3008
$6K ﹤0.01%
+126
3009
$6K ﹤0.01%
+350
3010
$6K ﹤0.01%
+118
3011
$6K ﹤0.01%
+191
3012
$6K ﹤0.01%
+783
3013
$6K ﹤0.01%
+133
3014
$6K ﹤0.01%
+475
3015
$6K ﹤0.01%
349
-28,587
3016
$6K ﹤0.01%
+105
3017
$6K ﹤0.01%
+100
3018
$6K ﹤0.01%
+100
3019
$6K ﹤0.01%
233
-1,067
3020
$6K ﹤0.01%
152
-3,721
3021
$6K ﹤0.01%
+803
3022
$6K ﹤0.01%
+104
3023
$6K ﹤0.01%
74
+69
3024
$6K ﹤0.01%
+600
3025
$6K ﹤0.01%
+269