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
3501
$1K ﹤0.01%
+6,885
3502
$1K ﹤0.01%
+54
3503
$1K ﹤0.01%
+300
3504
$1K ﹤0.01%
+20
3505
$1K ﹤0.01%
+100
3506
$1K ﹤0.01%
+88
3507
$1K ﹤0.01%
+61
3508
$1K ﹤0.01%
+37
3509
$1K ﹤0.01%
+59
3510
$1K ﹤0.01%
+49
3511
$1K ﹤0.01%
+150
3512
$1K ﹤0.01%
+57
3513
$1K ﹤0.01%
+25
3514
$1K ﹤0.01%
+11
3515
$1K ﹤0.01%
+3
3516
$1K ﹤0.01%
+26
3517
$1K ﹤0.01%
+127
3518
$1K ﹤0.01%
+96
3519
$1K ﹤0.01%
+100
3520
$1K ﹤0.01%
+8
3521
$1K ﹤0.01%
+57
3522
$1K ﹤0.01%
+178
3523
$1K ﹤0.01%
+21
3524
$1K ﹤0.01%
+85
3525
$1K ﹤0.01%
+79