IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+2.16%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$5.14B
AUM Growth
+$2.67B
(+108%)
Cap. Flow
+$2.6B
Cap. Flow
% of AUM
50.57%
Top 10 Holdings %
Top 10 Hldgs %
60.7%
Holding
9,205
New
354
Increased
961
Reduced
1,077
Closed
327
Top Buys
Top Sells
| 1 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$13.9M |
| 2 |
iShares Gold Trust
IAU
|
+$11.2M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$9.72M |
| 5 |
Innovator US Equity Buffer ETF July
BJUL
|
+$6.37M |
Sector Composition
| 1 | Technology | 3% |
| 2 | Consumer Discretionary | 1.9% |
| 3 | Financials | 1.75% |
| 4 | Healthcare | 1.49% |
| 5 | Communication Services | 1.36% |
