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
2451
$12K ﹤0.01%
+7,450
2452
$12K ﹤0.01%
+580
2453
$12K ﹤0.01%
+500
2454
$12K ﹤0.01%
+105
2455
$12K ﹤0.01%
+888
2456
$12K ﹤0.01%
+1,092
2457
$12K ﹤0.01%
+112
2458
$12K ﹤0.01%
+1,288
2459
$12K ﹤0.01%
+505
2460
$12K ﹤0.01%
+289
2461
$12K ﹤0.01%
+255
2462
$12K ﹤0.01%
+1,173
2463
$12K ﹤0.01%
+214
2464
$12K ﹤0.01%
+417
2465
$12K ﹤0.01%
+517
2466
$12K ﹤0.01%
+305
2467
$12K ﹤0.01%
+542
2468
$12K ﹤0.01%
+348
2469
$12K ﹤0.01%
+426
2470
$12K ﹤0.01%
+365
2471
$12K ﹤0.01%
+2,410
2472
$12K ﹤0.01%
+3,922
2473
$12K ﹤0.01%
+304
2474
$12K ﹤0.01%
+909
2475
$12K ﹤0.01%
+304