IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$9K ﹤0.01%
485
2002
$9K ﹤0.01%
151
-1,207
2003
$9K ﹤0.01%
209
-2,613
2004
$9K ﹤0.01%
109
+20
2005
$9K ﹤0.01%
116
-182
2006
$9K ﹤0.01%
200
2007
$9K ﹤0.01%
340
+60
2008
$8K ﹤0.01%
80
2009
$8K ﹤0.01%
166
+6
2010
$8K ﹤0.01%
1,305
2011
$8K ﹤0.01%
606
-114
2012
$8K ﹤0.01%
388
-36
2013
$8K ﹤0.01%
1,450
+57
2014
$8K ﹤0.01%
+248
2015
$8K ﹤0.01%
270
2016
$8K ﹤0.01%
435
-1,017
2017
$8K ﹤0.01%
231
2018
$8K ﹤0.01%
168
+13
2019
$8K ﹤0.01%
204
-19
2020
$8K ﹤0.01%
234
2021
$8K ﹤0.01%
315
2022
$8K ﹤0.01%
443
2023
$8K ﹤0.01%
238
2024
$8K ﹤0.01%
258
+2
2025
$8K ﹤0.01%
206
79 80
81
82 83