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
3676
0
3677
$0 ﹤0.01%
+8
3678
$0 ﹤0.01%
+18
3679
$0 ﹤0.01%
+3,000
3680
$0 ﹤0.01%
+296
3681
$0 ﹤0.01%
+1,000
3682
$0 ﹤0.01%
+50
3683
$0 ﹤0.01%
+4
3684
$0 ﹤0.01%
+35,000
3685
$0 ﹤0.01%
+1,000
3686
$0 ﹤0.01%
+200
3687
$0 ﹤0.01%
+4
3688
$0 ﹤0.01%
+11
3689
$0 ﹤0.01%
+20
3690
$0 ﹤0.01%
+20
3691
$0 ﹤0.01%
+10
3692
$0 ﹤0.01%
+4
3693
$0 ﹤0.01%
+26
3694
$0 ﹤0.01%
+10
3695
$0 ﹤0.01%
+5
3696
$0 ﹤0.01%
+6
3697
0
3698
$0 ﹤0.01%
+1
3699
$0 ﹤0.01%
+600
3700
$0 ﹤0.01%
+10,000