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
3476
$1K ﹤0.01%
+67
3477
$1K ﹤0.01%
+21
3478
$1K ﹤0.01%
+91
3479
$1K ﹤0.01%
+100
3480
$1K ﹤0.01%
+17
3481
$1K ﹤0.01%
+50
3482
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+16
3483
$1K ﹤0.01%
+19
3484
$1K ﹤0.01%
+55
3485
$1K ﹤0.01%
+16
3486
$1K ﹤0.01%
+13
3487
$1K ﹤0.01%
+50
3488
$1K ﹤0.01%
+230
3489
$1K ﹤0.01%
+60
3490
$1K ﹤0.01%
+2,700
3491
$1K ﹤0.01%
+476
3492
$1K ﹤0.01%
+10
3493
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+200
3494
$1K ﹤0.01%
+158
3495
$1K ﹤0.01%
+70
3496
$1K ﹤0.01%
+1,471
3497
$1K ﹤0.01%
+11
3498
$1K ﹤0.01%
+16
3499
$1K ﹤0.01%
+58
3500
$1K ﹤0.01%
+36