IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+2.22%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.52B
AUM Growth
+$240M
(+11%)
Cap. Flow
+$197M
Cap. Flow
% of AUM
7.81%
Top 10 Holdings %
Top 10 Hldgs %
15.13%
Holding
3,393
New
278
Increased
1,337
Reduced
843
Closed
166
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$20.6M |
| 2 |
Vanguard Growth ETF
VUG
|
$19.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
$14.6M |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$12.5M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$9.47M |
Top Sells
Sector Composition
| 1 | Technology | 9.27% |
| 2 | Financials | 4.41% |
| 3 | Consumer Discretionary | 3.69% |
| 4 | Healthcare | 2.99% |
| 5 | Industrials | 2.95% |
