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
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,735
New
Increased
Reduced
Closed

Top Buys

1 +$31M
2 +$27.7M
3 +$23.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.1M
5
AAPL icon
Apple
AAPL
+$22M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$20K ﹤0.01%
298
+280
2327
$20K ﹤0.01%
701
+325
2328
$20K ﹤0.01%
+807
2329
$20K ﹤0.01%
+4,500
2330
$20K ﹤0.01%
433
+220
2331
$20K ﹤0.01%
652
-25,778
2332
$20K ﹤0.01%
574
+259
2333
$20K ﹤0.01%
702
-3,798
2334
$20K ﹤0.01%
+1,000
2335
$20K ﹤0.01%
+400
2336
$20K ﹤0.01%
+438
2337
$20K ﹤0.01%
871
+673
2338
$20K ﹤0.01%
+925
2339
$20K ﹤0.01%
+430
2340
$20K ﹤0.01%
+665
2341
$20K ﹤0.01%
+570
2342
$20K ﹤0.01%
+1,585
2343
$20K ﹤0.01%
+408
2344
$20K ﹤0.01%
978
+782
2345
$20K ﹤0.01%
+2,233
2346
$20K ﹤0.01%
875
+793
2347
$20K ﹤0.01%
+2,000
2348
$20K ﹤0.01%
+4,722
2349
$20K ﹤0.01%
+2,441
2350
$20K ﹤0.01%
+788