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
3726
$0 ﹤0.01%
+6
3727
$0 ﹤0.01%
+10
3728
$0 ﹤0.01%
+100
3729
$0 ﹤0.01%
+300
3730
$0 ﹤0.01%
+4
3731
$0 ﹤0.01%
+100
3732
0
3733
$0 ﹤0.01%
+10
3734
$0 ﹤0.01%
+92
3735
$0 ﹤0.01%
+3,160
3736
$0 ﹤0.01%
+18
3737
$0 ﹤0.01%
+22
3738
0
3739
$0 ﹤0.01%
+2
3740
$0 ﹤0.01%
+4
3741
$0 ﹤0.01%
+44
3742
$0 ﹤0.01%
+4
3743
$0 ﹤0.01%
+25
3744
$0 ﹤0.01%
+1,000
3745
$0 ﹤0.01%
+2,565
3746
$0 ﹤0.01%
+62
3747
$0 ﹤0.01%
+2,500
3748
$0 ﹤0.01%
+35
3749
$0 ﹤0.01%
+665
3750
$0 ﹤0.01%
+20