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
3626
$1K ﹤0.01%
+32
3627
$1K ﹤0.01%
+106
3628
$1K ﹤0.01%
+15
3629
$1K ﹤0.01%
+100
3630
$1K ﹤0.01%
+77
3631
$1K ﹤0.01%
+11
3632
0
3633
$1K ﹤0.01%
+1
3634
$1K ﹤0.01%
+180
3635
$1K ﹤0.01%
+40
3636
$1K ﹤0.01%
+96
3637
$1K ﹤0.01%
+300
3638
$1K ﹤0.01%
+75
3639
$1K ﹤0.01%
+3
3640
$1K ﹤0.01%
+80
3641
$1K ﹤0.01%
+39
3642
$1K ﹤0.01%
+3,500
3643
$1K ﹤0.01%
+18
3644
$1K ﹤0.01%
+374
3645
$1K ﹤0.01%
+49
3646
$1K ﹤0.01%
+1,600
3647
$1K ﹤0.01%
+150
3648
$1K ﹤0.01%
+30
3649
$1K ﹤0.01%
+71
3650
$1K ﹤0.01%
+27