IA
IFP Advisors Portfolio holdings
AUM
$3.52B
This Quarter Return
+9.5%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.12B
AUM Growth
+$2.12B
(-4.8%)
Cap. Flow
-$282M
Cap. Flow
% of AUM
-13.29%
Top 10 Holdings %
Top 10 Hldgs %
15.11%
Holding
3,433
New
141
Increased
906
Reduced
1,321
Closed
396
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Financials | 4.14% |
| 3 | Consumer Discretionary | 3.34% |
| 4 | Industrials | 3.25% |
| 5 | Healthcare | 2.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3426
Fidelity Disruptive Automation ETF
FBOT
$142M
| – | – | -55 | Closed | -$1.22K |
|
3427
First Trust SSI Strategic Convertible Securities ETF
FCVT
$103M
| – | – | -623 | Closed | -$19.4K |
|
3428
Fidelity Disruptors ETF
FDIF
$96.7M
| – | – | -10 | Closed | -$228 |
|
3429
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$228M
| – | – | -423 | Closed | -$11.4K |
|
|
FFA
3430
First Trust Enhanced Equity Income Fund
FFA
$424M
| – | – | -968 | Closed | -$16.7K |
|
3431
Innovator IBD 50 ETF
FFTY
$73.3M
| – | – | -135 | Closed | -$3.02K |
|