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
3126
$3K ﹤0.01%
+87
3127
$3K ﹤0.01%
+300
3128
$3K ﹤0.01%
+46
3129
$3K ﹤0.01%
+3,583
3130
$3K ﹤0.01%
+100
3131
$3K ﹤0.01%
+74
3132
$3K ﹤0.01%
+285
3133
$3K ﹤0.01%
+867
3134
$3K ﹤0.01%
+67
3135
$3K ﹤0.01%
+123
3136
$3K ﹤0.01%
+54
3137
$3K ﹤0.01%
+169
3138
$3K ﹤0.01%
+91
3139
$3K ﹤0.01%
+249
3140
$3K ﹤0.01%
+242
3141
$3K ﹤0.01%
+200
3142
$3K ﹤0.01%
+3
3143
$3K ﹤0.01%
+230
3144
$3K ﹤0.01%
+966
3145
$3K ﹤0.01%
+13
3146
$3K ﹤0.01%
+82
3147
$3K ﹤0.01%
+98
3148
$3K ﹤0.01%
+239
3149
$3K ﹤0.01%
+140
3150
$3K ﹤0.01%
+112