IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+3.93%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.51B
AUM Growth
+$157M
(+6.7%)
Cap. Flow
+$78.7M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
14.62%
Holding
4,409
New
168
Increased
1,320
Reduced
1,380
Closed
178
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$55M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$6.41M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.26M |
| 4 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$4.85M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$4.3M |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$6.04M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$5.02M |
| 3 |
DuPont de Nemours
DD
|
+$3.27M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.1M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$3.01M |
Sector Composition
| 1 | Financials | 6.52% |
| 2 | Technology | 6.21% |
| 3 | Healthcare | 6.19% |
| 4 | Consumer Staples | 5.36% |
| 5 | Industrials | 4.86% |
