IA
IFP Advisors Portfolio holdings
AUM $3.52B
1-Year Return
15.89%
This Quarter Return
+4.08%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$1.49B
AUM Growth
–
Cap. Flow
+$1.49B
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
13.71%
Holding
3,979
New
3,937
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$35.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$28.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$20.3M |
| 4 |
Procter & Gamble
PG
|
+$19.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$18.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.48% |
| 2 | Healthcare | 7.37% |
| 3 | Consumer Staples | 6.4% |
| 4 | Technology | 6.09% |
| 5 | Consumer Discretionary | 5.93% |
