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
3226
$3K ﹤0.01%
+267
3227
$3K ﹤0.01%
+150
3228
$3K ﹤0.01%
+126
3229
$3K ﹤0.01%
+299
3230
$3K ﹤0.01%
+123
3231
$3K ﹤0.01%
+100
3232
$3K ﹤0.01%
+148
3233
$3K ﹤0.01%
+138
3234
$3K ﹤0.01%
+240
3235
$3K ﹤0.01%
+78
3236
0
3237
$3K ﹤0.01%
+7,664
3238
$3K ﹤0.01%
+105
3239
$3K ﹤0.01%
+2
3240
$3K ﹤0.01%
+254
3241
$3K ﹤0.01%
+1,157
3242
$3K ﹤0.01%
+136
3243
$3K ﹤0.01%
+200
3244
$3K ﹤0.01%
+7
3245
$3K ﹤0.01%
+83
3246
$3K ﹤0.01%
+102
3247
$3K ﹤0.01%
+6,740
3248
$3K ﹤0.01%
+688
3249
$3K ﹤0.01%
+123
3250
$3K ﹤0.01%
+100