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
3551
$1K ﹤0.01%
+100
3552
$1K ﹤0.01%
+100
3553
$1K ﹤0.01%
+1,516
3554
$1K ﹤0.01%
+300
3555
$1K ﹤0.01%
+66
3556
$1K ﹤0.01%
+96
3557
$1K ﹤0.01%
+38
3558
$1K ﹤0.01%
+18
3559
$1K ﹤0.01%
+106
3560
$1K ﹤0.01%
+35
3561
$1K ﹤0.01%
+173
3562
$1K ﹤0.01%
+8
3563
$1K ﹤0.01%
+100
3564
$1K ﹤0.01%
+5
3565
$1K ﹤0.01%
+250
3566
$1K ﹤0.01%
+150
3567
$1K ﹤0.01%
+80
3568
$1K ﹤0.01%
+175
3569
$1K ﹤0.01%
+20
3570
$1K ﹤0.01%
+20
3571
$1K ﹤0.01%
+52
3572
$1K ﹤0.01%
+15
3573
$1K ﹤0.01%
+64
3574
$1K ﹤0.01%
+27
3575
$1K ﹤0.01%
+60