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
3101
$4K ﹤0.01%
+1,551
3102
$4K ﹤0.01%
+3,205
3103
$4K ﹤0.01%
+4,800
3104
$4K ﹤0.01%
+120
3105
$4K ﹤0.01%
+150
3106
$4K ﹤0.01%
+109
3107
$4K ﹤0.01%
+146
3108
$4K ﹤0.01%
+117
3109
$4K ﹤0.01%
+300
3110
$4K ﹤0.01%
+151
3111
$4K ﹤0.01%
+300
3112
$4K ﹤0.01%
+1,080
3113
$4K ﹤0.01%
+420
3114
$4K ﹤0.01%
+155
3115
$4K ﹤0.01%
+262
3116
$4K ﹤0.01%
+301
3117
$4K ﹤0.01%
+140
3118
$4K ﹤0.01%
+129
3119
$3K ﹤0.01%
+254
3120
$3K ﹤0.01%
+3,294
3121
$3K ﹤0.01%
+184
3122
$3K ﹤0.01%
+152
3123
$3K ﹤0.01%
+100
3124
$3K ﹤0.01%
+599
3125
$3K ﹤0.01%
+50