IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+1.71%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$1.49B
AUM Growth
–
Cap. Flow
+$1.49B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.23%
Holding
4,398
New
3,320
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$35.3M |
| 2 |
Apple
AAPL
|
+$32.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$30.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$29.3M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$17.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.55% |
| 2 | Consumer Discretionary | 5.08% |
| 3 | Financials | 4.5% |
| 4 | Communication Services | 3.46% |
| 5 | Healthcare | 3.38% |
