IA
IFP Advisors Portfolio holdings
AUM $3.52B
1-Year Return
15.89%
This Quarter Return
+1.29%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$732M
AUM Growth
-$755M
(-51%)
Cap. Flow
-$1.09B
Cap. Flow
% of AUM
-148.93%
Top 10 Holdings %
Top 10 Hldgs %
20.88%
Holding
4,738
New
755
Increased
423
Reduced
1,377
Closed
2,113
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$48.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$30.8M |
| 3 |
Procter & Gamble
PG
|
+$22.4M |
| 4 |
Microsoft
MSFT
|
+$19.8M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$14.2M |
Sector Composition
| 1 | Technology | 6.2% |
| 2 | Financials | 4.53% |
| 3 | Consumer Discretionary | 4.33% |
| 4 | Communication Services | 3.24% |
| 5 | Healthcare | 2.92% |