IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
-5.55%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.84B
AUM Growth
+$714M
(+23%)
Cap. Flow
+$449M
Cap. Flow
% of AUM
11.69%
Top 10 Holdings %
Top 10 Hldgs %
16.57%
Holding
4,773
New
232
Increased
2,465
Reduced
475
Closed
3
Top Buys
Top Sells
| 1 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$5.42M |
| 2 |
GraniteShares Gold Shares
BAR
|
$4.46M |
| 3 |
iShares Gold Trust
IAU
|
$4.18M |
| 4 |
Xylem
XYL
|
$2.61M |
| 5 |
Booking.com
BKNG
|
$1.52M |
Sector Composition
| 1 | Communication Services | 9.08% |
| 2 | Consumer Discretionary | 5.28% |
| 3 | Technology | 5.18% |
| 4 | Financials | 3.5% |
| 5 | Industrials | 2.81% |
