IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
-13.23%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.12B
AUM Growth
+$0
(0%)
Cap. Flow
-$1.56B
Cap. Flow
% of AUM
-49.87%
Top 10 Holdings %
Top 10 Hldgs %
11.75%
Holding
4,540
New
1
Increased
16
Reduced
21
Closed
–
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$1.52B |
| 2 |
Fortinet
FTNT
|
$22.6M |
| 3 |
Shopify
SHOP
|
$9.68M |
| 4 |
AT&T
T
|
$3.42M |
| 5 |
Xylem
XYL
|
$2.61M |
Sector Composition
| 1 | Consumer Discretionary | 5.91% |
| 2 | Technology | 5.77% |
| 3 | Financials | 3.89% |
| 4 | Industrials | 3.07% |
| 5 | Healthcare | 2.85% |
