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
2176
$19K ﹤0.01%
+315
2177
$19K ﹤0.01%
+493
2178
$19K ﹤0.01%
+246
2179
$19K ﹤0.01%
+21,208
2180
$19K ﹤0.01%
+238
2181
$19K ﹤0.01%
+262
2182
$19K ﹤0.01%
+5,074
2183
$19K ﹤0.01%
+400
2184
$19K ﹤0.01%
+574
2185
$19K ﹤0.01%
+915
2186
$19K ﹤0.01%
+2,500
2187
$19K ﹤0.01%
+1,000
2188
$19K ﹤0.01%
+775
2189
$19K ﹤0.01%
+915
2190
$19K ﹤0.01%
+1,078
2191
$18K ﹤0.01%
+268
2192
$18K ﹤0.01%
+199
2193
$18K ﹤0.01%
+420
2194
$18K ﹤0.01%
+1,311
2195
$18K ﹤0.01%
+1,334
2196
$18K ﹤0.01%
+368
2197
$18K ﹤0.01%
+5,437
2198
$18K ﹤0.01%
+1,050
2199
$18K ﹤0.01%
+220
2200
$18K ﹤0.01%
+322