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
3176
$5K ﹤0.01%
+80
3177
$5K ﹤0.01%
+145
3178
$5K ﹤0.01%
400
+200
3179
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+397
3180
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+205
3181
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+34
3182
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+203
3183
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+350
3184
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+178
3185
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+600
3186
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+292
3187
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+240
3188
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+525
3189
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+265
3190
$5K ﹤0.01%
+300
3191
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+185
3192
$5K ﹤0.01%
+450
3193
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+175
3194
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+1,000
3195
$5K ﹤0.01%
+300
3196
$5K ﹤0.01%
+500
3197
$5K ﹤0.01%
+1,581
3198
$5K ﹤0.01%
+100
3199
$5K ﹤0.01%
+206
3200
$5K ﹤0.01%
+423