IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+4.56%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.2B
AUM Growth
-$315M
(-13%)
Cap. Flow
-$418M
Cap. Flow
% of AUM
-18.99%
Top 10 Holdings %
Top 10 Hldgs %
15.89%
Holding
4,398
New
169
Increased
852
Reduced
2,109
Closed
486
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
+$5.09M |
| 2 |
DuPont de Nemours
DD
|
+$4.1M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.75M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.5M |
| 5 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
+$3.17M |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$16.4M |
| 2 |
Exxon Mobil
XOM
|
+$16.1M |
| 3 |
AT&T
T
|
+$13.6M |
| 4 |
Apple
AAPL
|
+$12M |
| 5 |
BP
BP
|
+$11.3M |
Sector Composition
| 1 | Technology | 6.24% |
| 2 | Financials | 5.45% |
| 3 | Healthcare | 5.13% |
| 4 | Consumer Discretionary | 4.04% |
| 5 | Industrials | 3.79% |
