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
3226
$4K ﹤0.01%
377
+308
3227
$4K ﹤0.01%
+400
3228
$4K ﹤0.01%
1,158
+1,056
3229
$4K ﹤0.01%
199
+191
3230
$4K ﹤0.01%
+111
3231
$4K ﹤0.01%
+100
3232
$4K ﹤0.01%
+40
3233
$4K ﹤0.01%
+360
3234
$4K ﹤0.01%
207
+182
3235
$4K ﹤0.01%
+537
3236
$4K ﹤0.01%
+400
3237
$4K ﹤0.01%
+248
3238
$4K ﹤0.01%
163
-166
3239
$4K ﹤0.01%
+188
3240
$4K ﹤0.01%
+130
3241
$4K ﹤0.01%
+135
3242
$4K ﹤0.01%
+118
3243
$4K ﹤0.01%
+327
3244
$4K ﹤0.01%
+107
3245
$4K ﹤0.01%
1,714
+1,143
3246
$4K ﹤0.01%
+500
3247
$4K ﹤0.01%
+228
3248
$4K ﹤0.01%
+1,608
3249
$4K ﹤0.01%
+60
3250
$4K ﹤0.01%
1,309
-691