IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+2.13%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.36B
AUM Growth
+$63.6M
(+2.8%)
Cap. Flow
+$28.3M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
14.04%
Holding
4,400
New
241
Increased
1,585
Reduced
1,103
Closed
156
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$11.9M |
| 2 |
Johnson & Johnson
JNJ
|
+$5.88M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.21M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.97M |
| 5 |
Vanguard Total Bond Market
BND
|
+$4.34M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$45.1M |
| 2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
+$4.73M |
| 3 |
iShares MBS ETF
MBB
|
+$4.32M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$3.46M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.21M |
Sector Composition
| 1 | Financials | 6.78% |
| 2 | Technology | 6.27% |
| 3 | Healthcare | 6.26% |
| 4 | Consumer Staples | 5.97% |
| 5 | Industrials | 5.02% |
