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
2426
$13K ﹤0.01%
+811
2427
$13K ﹤0.01%
+363
2428
$13K ﹤0.01%
+400
2429
$13K ﹤0.01%
+330
2430
$13K ﹤0.01%
+1,575
2431
$13K ﹤0.01%
+126
2432
$13K ﹤0.01%
+211
2433
$13K ﹤0.01%
+884
2434
$13K ﹤0.01%
+294
2435
$13K ﹤0.01%
+332
2436
$13K ﹤0.01%
+4,686
2437
$13K ﹤0.01%
+140
2438
$13K ﹤0.01%
+187
2439
$12K ﹤0.01%
+275
2440
$12K ﹤0.01%
+1,900
2441
$12K ﹤0.01%
+451
2442
$12K ﹤0.01%
+438
2443
$12K ﹤0.01%
+442
2444
$12K ﹤0.01%
+493
2445
$12K ﹤0.01%
+680
2446
$12K ﹤0.01%
+505
2447
$12K ﹤0.01%
+284
2448
$12K ﹤0.01%
+5,130
2449
$12K ﹤0.01%
+308
2450
$12K ﹤0.01%
+399