IA
IFP Advisors Portfolio holdings
AUM
$3.52B
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
+$2.21B
(+0.33%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
16%
Holding
3,913
New
–
Increased
51
Reduced
–
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
No sells this quarter
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Financials | 5.45% |
| 3 | Healthcare | 5.13% |
| 4 | Consumer Discretionary | 4.05% |
| 5 | Industrials | 3.79% |
