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
3601
$1K ﹤0.01%
+225
3602
$1K ﹤0.01%
+18
3603
$1K ﹤0.01%
+100
3604
$1K ﹤0.01%
+2,665
3605
$1K ﹤0.01%
+9
3606
$1K ﹤0.01%
+12
3607
$1K ﹤0.01%
+92
3608
$1K ﹤0.01%
+231
3609
$1K ﹤0.01%
+96
3610
$1K ﹤0.01%
+1,000
3611
$1K ﹤0.01%
+13
3612
$1K ﹤0.01%
+14
3613
$1K ﹤0.01%
+40
3614
$1K ﹤0.01%
+83
3615
$1K ﹤0.01%
+64
3616
$1K ﹤0.01%
+2,625
3617
$1K ﹤0.01%
+15
3618
$1K ﹤0.01%
+34
3619
$1K ﹤0.01%
+60
3620
$1K ﹤0.01%
+40
3621
$1K ﹤0.01%
+7
3622
$1K ﹤0.01%
+250
3623
$1K ﹤0.01%
+5
3624
$1K ﹤0.01%
+123
3625
$1K ﹤0.01%
+34