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
3801
0
3802
$0 ﹤0.01%
+23
3803
$0 ﹤0.01%
+3
3804
$0 ﹤0.01%
+11
3805
0
3806
0
3807
$0 ﹤0.01%
+35
3808
$0 ﹤0.01%
+7
3809
$0 ﹤0.01%
+26
3810
$0 ﹤0.01%
+9
3811
$0 ﹤0.01%
+2
3812
$0 ﹤0.01%
+22
3813
$0 ﹤0.01%
+15
3814
$0 ﹤0.01%
+2
3815
0
3816
$0 ﹤0.01%
+150
3817
0
3818
$0 ﹤0.01%
+26
3819
$0 ﹤0.01%
+1
3820
$0 ﹤0.01%
+131
3821
$0 ﹤0.01%
+1
3822
$0 ﹤0.01%
+642
3823
$0 ﹤0.01%
+1
3824
$0 ﹤0.01%
+28
3825
$0 ﹤0.01%
+1