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
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.86M
3
+$5.98M
4
IYR icon
iShares US Real Estate ETF
IYR
+$5.32M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.98M

Top Sells

1
+$5.59M
2
+$5.58M
3
+$4.01M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$41K ﹤0.01%
+3,000
2027
$41K ﹤0.01%
583
+233
2028
$41K ﹤0.01%
1,238
+290
2029
$41K ﹤0.01%
421
2030
$41K ﹤0.01%
2,123
+84
2031
$41K ﹤0.01%
3,200
2032
$41K ﹤0.01%
1,651
+518
2033
$40K ﹤0.01%
459
-25
2034
$40K ﹤0.01%
+1
2035
$40K ﹤0.01%
496
+46
2036
$40K ﹤0.01%
5,000
2037
$40K ﹤0.01%
1,247
2038
$40K ﹤0.01%
239
2039
$40K ﹤0.01%
7,926
-1,180
2040
$40K ﹤0.01%
1,707
-884
2041
$40K ﹤0.01%
1,489
2042
$40K ﹤0.01%
1,809
+100
2043
$40K ﹤0.01%
2,966
+314
2044
$40K ﹤0.01%
14,095
2045
$40K ﹤0.01%
659
+30
2046
$40K ﹤0.01%
2,560
+550
2047
$40K ﹤0.01%
1,926
-1,855
2048
$39K ﹤0.01%
1,004
+267
2049
$39K ﹤0.01%
435
+179
2050
$39K ﹤0.01%
1,907
+750
80 81
82
83 84