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
2326
$15K ﹤0.01%
+283
2327
$15K ﹤0.01%
+86
2328
$15K ﹤0.01%
+1,169
2329
$15K ﹤0.01%
+3,350
2330
$15K ﹤0.01%
+735
2331
$15K ﹤0.01%
+1,027
2332
$15K ﹤0.01%
+533
2333
$15K ﹤0.01%
+420
2334
$15K ﹤0.01%
+7,555
2335
$15K ﹤0.01%
+158
2336
$15K ﹤0.01%
+1,000
2337
$15K ﹤0.01%
+1,547
2338
$15K ﹤0.01%
+77
2339
$15K ﹤0.01%
+10,000
2340
$15K ﹤0.01%
+536
2341
$15K ﹤0.01%
+11,000
2342
$15K ﹤0.01%
+647
2343
$15K ﹤0.01%
+600
2344
$15K ﹤0.01%
+400
2345
$15K ﹤0.01%
+948
2346
$15K ﹤0.01%
+364
2347
$15K ﹤0.01%
+517
2348
$15K ﹤0.01%
+450
2349
$14K ﹤0.01%
+199
2350
$14K ﹤0.01%
+1,116