IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+4.47%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.39B
AUM Growth
+$94.5M
(+4.1%)
Cap. Flow
-$133M
Cap. Flow
% of AUM
-5.55%
Top 10 Holdings %
Top 10 Hldgs %
15.53%
Holding
3,635
New
281
Increased
1,049
Reduced
1,189
Closed
189
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$24M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$14.3M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$13M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$8.21M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$7.3M |
Top Sells
Sector Composition
| 1 | Technology | 8.47% |
| 2 | Financials | 4.06% |
| 3 | Consumer Discretionary | 3.84% |
| 4 | Healthcare | 3.13% |
| 5 | Industrials | 3.06% |
