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
3651
$1K ﹤0.01%
+325
3652
$1K ﹤0.01%
+32
3653
$1K ﹤0.01%
+17
3654
$1K ﹤0.01%
+31
3655
$1K ﹤0.01%
+59
3656
$1K ﹤0.01%
+500
3657
$1K ﹤0.01%
+218
3658
$1K ﹤0.01%
+21
3659
$1K ﹤0.01%
+33
3660
$1K ﹤0.01%
+257
3661
$1K ﹤0.01%
+30
3662
$1K ﹤0.01%
+24
3663
$1K ﹤0.01%
+28
3664
$1K ﹤0.01%
+23
3665
0
3666
$0 ﹤0.01%
+30
3667
$0 ﹤0.01%
+63
3668
$0 ﹤0.01%
+50
3669
$0 ﹤0.01%
+123
3670
$0 ﹤0.01%
+1
3671
$0 ﹤0.01%
+5
3672
$0 ﹤0.01%
+56
3673
$0 ﹤0.01%
+7
3674
$0 ﹤0.01%
+33
3675
$0 ﹤0.01%
+125