IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Return
15.89%
This Quarter Return
-2.65%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.22B
AUM Growth
-$168M
(-7%)
Cap. Flow
-$86.7M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
15.32%
Holding
3,632
New
189
Increased
1,014
Reduced
1,216
Closed
337
Top Buys
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
+$18.6M |
| 2 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$14.5M |
| 3 |
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
|
+$7.17M |
| 4 |
Exxon Mobil
XOM
|
+$6.94M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$4.96M |
Top Sells
Sector Composition
| 1 | Technology | 6.92% |
| 2 | Financials | 3.96% |
| 3 | Consumer Discretionary | 3.27% |
| 4 | Healthcare | 2.97% |
| 5 | Industrials | 2.83% |
