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
2276
$16K ﹤0.01%
+754
2277
$16K ﹤0.01%
+1,000
2278
$16K ﹤0.01%
+462
2279
$16K ﹤0.01%
+453
2280
$16K ﹤0.01%
+256
2281
$16K ﹤0.01%
+158
2282
$16K ﹤0.01%
+277
2283
$16K ﹤0.01%
+956
2284
$16K ﹤0.01%
+427
2285
$16K ﹤0.01%
+752
2286
$16K ﹤0.01%
+500
2287
$16K ﹤0.01%
+425
2288
$16K ﹤0.01%
+1,840
2289
$16K ﹤0.01%
+3,125
2290
$16K ﹤0.01%
+829
2291
$16K ﹤0.01%
+1,671
2292
$16K ﹤0.01%
+1,118
2293
$16K ﹤0.01%
+580
2294
$16K ﹤0.01%
+915
2295
$16K ﹤0.01%
+343
2296
$16K ﹤0.01%
+360
2297
$16K ﹤0.01%
+2,565
2298
$16K ﹤0.01%
+1,745
2299
$16K ﹤0.01%
+1,209
2300
$16K ﹤0.01%
+1,083