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
3701
$0 ﹤0.01%
+200
3702
$0 ﹤0.01%
+3
3703
$0 ﹤0.01%
+499
3704
$0 ﹤0.01%
+1,000
3705
$0 ﹤0.01%
+22
3706
$0 ﹤0.01%
+75
3707
$0 ﹤0.01%
+60
3708
0
3709
$0 ﹤0.01%
+767
3710
$0 ﹤0.01%
+3,379
3711
$0 ﹤0.01%
+15
3712
$0 ﹤0.01%
+5,105
3713
$0 ﹤0.01%
+113
3714
$0 ﹤0.01%
+1,650
3715
$0 ﹤0.01%
+100
3716
$0 ﹤0.01%
+100
3717
$0 ﹤0.01%
+30
3718
$0 ﹤0.01%
+37
3719
$0 ﹤0.01%
+2,000
3720
$0 ﹤0.01%
+300
3721
$0 ﹤0.01%
+10
3722
$0 ﹤0.01%
+708
3723
$0 ﹤0.01%
+12
3724
$0 ﹤0.01%
+500
3725
$0 ﹤0.01%
+206