IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
+3.06%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$1.88B
AUM Growth
+$90.1M
(+5%)
Cap. Flow
+$57M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
14.08%
Holding
4,292
New
236
Increased
1,425
Reduced
1,167
Closed
196
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$10.8M |
| 2 |
iShares Select Dividend ETF
DVY
|
+$6.73M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$6.23M |
| 4 |
iShares Gold Trust
IAU
|
+$3.94M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.26M |
Top Sells
| 1 |
ProShares Short High Yield
SJB
|
+$2.81M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.66M |
| 3 |
First Trust North American Energy Infrastructure Fund
EMLP
|
+$2.47M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.43M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.94M |
Sector Composition
| 1 | Financials | 6.08% |
| 2 | Consumer Staples | 6.06% |
| 3 | Healthcare | 6.06% |
| 4 | Technology | 5.4% |
| 5 | Energy | 5.05% |
