IA
IFP Advisors Portfolio holdings
AUM $3.52B
1-Year Return
15.89%
This Quarter Return
+9.5%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.12B
AUM Growth
-$106M
(-4.8%)
Cap. Flow
-$282M
Cap. Flow
% of AUM
-13.33%
Top 10 Holdings %
Top 10 Hldgs %
15.11%
Holding
3,433
New
141
Increased
903
Reduced
1,320
Closed
392
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$14.7M |
| 2 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$11.2M |
| 3 |
FT Vest US Equity Buffer ETF November
FNOV
|
+$11.1M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$9.69M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$9.02M |
Top Sells
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Financials | 4.14% |
| 3 | Consumer Discretionary | 3.34% |
| 4 | Industrials | 3.25% |
| 5 | Healthcare | 2.81% |
