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
3101
$5K ﹤0.01%
+146
3102
$5K ﹤0.01%
+850
3103
$5K ﹤0.01%
+871
3104
$5K ﹤0.01%
+1,000
3105
$5K ﹤0.01%
+261
3106
$5K ﹤0.01%
+204
3107
$5K ﹤0.01%
+211
3108
$5K ﹤0.01%
+313
3109
$5K ﹤0.01%
+250
3110
$5K ﹤0.01%
+1,144
3111
$5K ﹤0.01%
+137
3112
$5K ﹤0.01%
+2,200
3113
$5K ﹤0.01%
+24
3114
$5K ﹤0.01%
+95
3115
$5K ﹤0.01%
1,000
-800
3116
$5K ﹤0.01%
+200
3117
$5K ﹤0.01%
+132
3118
$5K ﹤0.01%
+8,240
3119
$5K ﹤0.01%
+96
3120
$5K ﹤0.01%
+97
3121
$5K ﹤0.01%
+450
3122
$5K ﹤0.01%
+1,200
3123
$5K ﹤0.01%
+140
3124
$5K ﹤0.01%
+232
3125
$5K ﹤0.01%
+102