IA
IFP Advisors Portfolio holdings
AUM $3.52B
1-Year Return
15.89%
This Quarter Return
+12.27%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$732M
AUM Growth
-$905M
(-55%)
Cap. Flow
-$1.09B
Cap. Flow
% of AUM
-148.37%
Top 10 Holdings %
Top 10 Hldgs %
20.88%
Holding
4,102
New
417
Increased
271
Reduced
1,691
Closed
1,483
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$23.5M |
| 2 |
Apple
AAPL
|
+$20.5M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$16.6M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$15.3M |
| 5 |
Amazon
AMZN
|
+$13.9M |
Sector Composition
| 1 | Technology | 6.2% |
| 2 | Financials | 4.53% |
| 3 | Consumer Discretionary | 4.33% |
| 4 | Communication Services | 3.24% |
| 5 | Healthcare | 2.92% |
