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
3576
$1K ﹤0.01%
+34
3577
$1K ﹤0.01%
+15
3578
$1K ﹤0.01%
+16
3579
$1K ﹤0.01%
+81
3580
$1K ﹤0.01%
+53
3581
$1K ﹤0.01%
+100
3582
$1K ﹤0.01%
+66
3583
$1K ﹤0.01%
+17
3584
$1K ﹤0.01%
+5
3585
$1K ﹤0.01%
+75
3586
$1K ﹤0.01%
+21
3587
$1K ﹤0.01%
+188
3588
$1K ﹤0.01%
+300
3589
$1K ﹤0.01%
+41
3590
$1K ﹤0.01%
+186
3591
$1K ﹤0.01%
+53
3592
$1K ﹤0.01%
+62
3593
$1K ﹤0.01%
+24
3594
$1K ﹤0.01%
+16
3595
$1K ﹤0.01%
+22
3596
$1K ﹤0.01%
+9
3597
$1K ﹤0.01%
+21
3598
$1K ﹤0.01%
+1
3599
$1K ﹤0.01%
+52
3600
$1K ﹤0.01%
+225