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
3526
$1K ﹤0.01%
+200
3527
$1K ﹤0.01%
+32
3528
$1K ﹤0.01%
+200
3529
$1K ﹤0.01%
+43
3530
$1K ﹤0.01%
+21
3531
$1K ﹤0.01%
+8,500
3532
$1K ﹤0.01%
+279
3533
$1K ﹤0.01%
+40
3534
$1K ﹤0.01%
+3,755
3535
$1K ﹤0.01%
+18
3536
$1K ﹤0.01%
+100
3537
$1K ﹤0.01%
+17
3538
$1K ﹤0.01%
+90
3539
$1K ﹤0.01%
+38
3540
$1K ﹤0.01%
+77
3541
$1K ﹤0.01%
+71
3542
$1K ﹤0.01%
+200
3543
$1K ﹤0.01%
+20
3544
$1K ﹤0.01%
+17
3545
$1K ﹤0.01%
+161
3546
$1K ﹤0.01%
+200
3547
$1K ﹤0.01%
+1
3548
$1K ﹤0.01%
+36
3549
$1K ﹤0.01%
+36
3550
0