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
2201
$18K ﹤0.01%
+745
2202
$18K ﹤0.01%
+890
2203
$18K ﹤0.01%
+375
2204
$18K ﹤0.01%
+900
2205
$18K ﹤0.01%
+540
2206
0
2207
$18K ﹤0.01%
+945
2208
$18K ﹤0.01%
+3,000
2209
$18K ﹤0.01%
+1,161
2210
$18K ﹤0.01%
+2,500
2211
$18K ﹤0.01%
+1,074
2212
$18K ﹤0.01%
+5,200
2213
$18K ﹤0.01%
+1,480
2214
$18K ﹤0.01%
+200
2215
$18K ﹤0.01%
+250
2216
$18K ﹤0.01%
+727
2217
$18K ﹤0.01%
+400
2218
$18K ﹤0.01%
+307
2219
$18K ﹤0.01%
+1,065
2220
$18K ﹤0.01%
+531
2221
$18K ﹤0.01%
+625
2222
$18K ﹤0.01%
+537
2223
$18K ﹤0.01%
+1,311
2224
$18K ﹤0.01%
+549
2225
$18K ﹤0.01%
+5,750