IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
-1.24%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$3.24B
AUM Growth
+$189M
(+6.2%)
Cap. Flow
+$252M
Cap. Flow
% of AUM
7.76%
Top 10 Holdings %
Top 10 Hldgs %
14.64%
Holding
4,794
New
240
Increased
1,450
Reduced
1,098
Closed
453
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$25M |
| 2 |
Apple
AAPL
|
$19.1M |
| 3 |
Vanguard Growth ETF
VUG
|
$16M |
| 4 |
Invesco QQQ Trust
QQQ
|
$14.2M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$14M |
Top Sells
Sector Composition
| 1 | Technology | 10.66% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Discretionary | 3.47% |
| 5 | Industrials | 3.27% |