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
3051
$6K ﹤0.01%
80
+2
3052
$6K ﹤0.01%
+212
3053
$6K ﹤0.01%
+325
3054
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+235
3055
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+144
3056
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+330
3057
$6K ﹤0.01%
+2,044
3058
$6K ﹤0.01%
+434
3059
$6K ﹤0.01%
+958
3060
$6K ﹤0.01%
+634
3061
$6K ﹤0.01%
+1,000
3062
$6K ﹤0.01%
+820
3063
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95
-205
3064
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+6
3065
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+200
3066
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+1
3067
$6K ﹤0.01%
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3068
$6K ﹤0.01%
+500
3069
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+5
3070
$6K ﹤0.01%
+275
3071
$6K ﹤0.01%
+280
3072
$6K ﹤0.01%
140
-117
3073
$6K ﹤0.01%
+5
3074
$6K ﹤0.01%
330
+144
3075
$6K ﹤0.01%
+7