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
Sector Composition
| 1 | Technology | 3% |
| 2 | Consumer Discretionary | 1.9% |
| 3 | Financials | 1.75% |
| 4 | Healthcare | 1.49% |
| 5 | Communication Services | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5276
Atlanta Braves Holdings Series A
BATRA
$2.92B
| – | – |
0
| – | – |
|
5277
Amplify Lithium & Battery Technology ETF
BATT
$68.1M
| – | – |
0
| – | – |
|
5278
Innovator US Equity Buffer ETF August
BAUG
$226M
| – | – |
0
| – | – |
|
5279
JPMorgan BetaBuilders Canada ETF
BBCA
$8.69B
| – | – |
0
| – | – |
|
5280
Banco Bradesco
BBD
$33.4B
| – | – |
0
| – | – |
|
5281
Barings BDC
BBDC
$985M
| – | – |
0
| – | – |
|
5282
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| – | – |
0
| – | – |
|
5283
Beasley Broadcasting Group
BBGI
$8.46M
| – | – |
0
| – | – |
|
5284
VanEck Biotech ETF
BBH
$355M
| – | – |
0
| – | – |
|
5285
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$615M
| – | – |
0
| – | – |
|