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
3026
$4K ﹤0.01%
+10
3027
$4K ﹤0.01%
+1,000
3028
$4K ﹤0.01%
+123
3029
$4K ﹤0.01%
+2,273
3030
$4K ﹤0.01%
+100
3031
$4K ﹤0.01%
+60
3032
$4K ﹤0.01%
+26
3033
$4K ﹤0.01%
+136
3034
$4K ﹤0.01%
+1,200
3035
$4K ﹤0.01%
+17
3036
$4K ﹤0.01%
+57
3037
$4K ﹤0.01%
+500
3038
$4K ﹤0.01%
+583
3039
$4K ﹤0.01%
+13
3040
$4K ﹤0.01%
+25
3041
$4K ﹤0.01%
+100
3042
$4K ﹤0.01%
+222
3043
$4K ﹤0.01%
+100
3044
$4K ﹤0.01%
+453
3045
$4K ﹤0.01%
+169
3046
$4K ﹤0.01%
+25
3047
$4K ﹤0.01%
+34
3048
$4K ﹤0.01%
+100
3049
$4K ﹤0.01%
+87
3050
$4K ﹤0.01%
+50