IA
IFP Advisors Portfolio holdings
AUM $3.52B
1-Year Return
15.89%
This Quarter Return
-1.75%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$2.21B
AUM Growth
+$7.36M
(+0.33%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
16%
Holding
3,913
New
1
Increased
57
Reduced
11
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.36M |
| 2 |
Qualcomm
QCOM
|
+$634K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$421K |
| 4 |
FMI
Foundation Medicine, Inc.
FMI
|
+$246K |
| 5 |
Ford
F
|
+$194K |
Top Sells
| 1 |
Aflac
AFL
|
+$322K |
| 2 |
Brown-Forman Class B
BF.B
|
+$287K |
| 3 |
BP
BP
|
+$121K |
| 4 |
HEICO
HEI
|
+$83.8K |
| 5 |
Fiserv
FI
|
+$37K |
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Financials | 5.45% |
| 3 | Healthcare | 5.13% |
| 4 | Consumer Discretionary | 4.05% |
| 5 | Industrials | 3.78% |
