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
3451
$1K ﹤0.01%
+60
3452
$1K ﹤0.01%
+150
3453
$1K ﹤0.01%
+41
3454
$1K ﹤0.01%
+33
3455
$1K ﹤0.01%
+1,611
3456
$1K ﹤0.01%
+14
3457
$1K ﹤0.01%
+30
3458
$1K ﹤0.01%
+100
3459
$1K ﹤0.01%
+76
3460
$1K ﹤0.01%
+49
3461
$1K ﹤0.01%
+300
3462
$1K ﹤0.01%
+100
3463
$1K ﹤0.01%
+4,000
3464
$1K ﹤0.01%
+50
3465
$1K ﹤0.01%
+641
3466
$1K ﹤0.01%
+12
3467
$1K ﹤0.01%
+61
3468
$1K ﹤0.01%
+65
3469
$1K ﹤0.01%
+20
3470
$1K ﹤0.01%
+50
3471
$1K ﹤0.01%
+2,500
3472
$1K ﹤0.01%
+4,896
3473
$1K ﹤0.01%
+1,482
3474
$1K ﹤0.01%
+5,300
3475
$1K ﹤0.01%
+40