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
3176
$3K ﹤0.01%
+115
3177
$3K ﹤0.01%
+135
3178
$3K ﹤0.01%
+169
3179
$3K ﹤0.01%
+200
3180
$3K ﹤0.01%
+131
3181
$3K ﹤0.01%
+100
3182
$3K ﹤0.01%
+300
3183
$3K ﹤0.01%
+165
3184
$3K ﹤0.01%
+132
3185
$3K ﹤0.01%
+517
3186
$3K ﹤0.01%
+2,680
3187
$3K ﹤0.01%
+127
3188
$3K ﹤0.01%
+117
3189
$3K ﹤0.01%
+5,700
3190
$3K ﹤0.01%
+121
3191
$3K ﹤0.01%
+300
3192
$3K ﹤0.01%
+77
3193
$3K ﹤0.01%
+54
3194
$3K ﹤0.01%
+117
3195
$3K ﹤0.01%
+500
3196
$3K ﹤0.01%
+49
3197
$3K ﹤0.01%
+75
3198
$3K ﹤0.01%
+125
3199
$3K ﹤0.01%
+200
3200
$3K ﹤0.01%
+450