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
3251
$4K ﹤0.01%
+21
3252
$4K ﹤0.01%
+238
3253
$4K ﹤0.01%
600
+100
3254
$4K ﹤0.01%
200
3255
$4K ﹤0.01%
149
+127
3256
$4K ﹤0.01%
+7
3257
$4K ﹤0.01%
+11
3258
$4K ﹤0.01%
+154
3259
$4K ﹤0.01%
+251
3260
$4K ﹤0.01%
1,707
+1,667
3261
$4K ﹤0.01%
212
+167
3262
$4K ﹤0.01%
+50
3263
$4K ﹤0.01%
+77
3264
$4K ﹤0.01%
41
+35
3265
$4K ﹤0.01%
+268
3266
$4K ﹤0.01%
+530
3267
$4K ﹤0.01%
+299
3268
$4K ﹤0.01%
+650
3269
$4K ﹤0.01%
+580
3270
$4K ﹤0.01%
+532
3271
$4K ﹤0.01%
+500
3272
$4K ﹤0.01%
+124
3273
$4K ﹤0.01%
+275
3274
$4K ﹤0.01%
+847
3275
$4K ﹤0.01%
+61