IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$5.12M
3
+$3.18M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.43M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.54M

Top Sells

1
+$22.2M
2
+$18.3M
3
+$16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$14.5M
5
AMZN icon
Amazon
AMZN
+$12.9M

Sector Composition

1 Technology 6.2%
2 Financials 4.55%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
60
-902
2027
$2K ﹤0.01%
30
-20
2028
$2K ﹤0.01%
72
-1,060
2029
$2K ﹤0.01%
68
-811
2030
$2K ﹤0.01%
15
-2,565
2031
$2K ﹤0.01%
32
-93
2032
$2K ﹤0.01%
75
-555
2033
$2K ﹤0.01%
+65
2034
$2K ﹤0.01%
43
-1,016
2035
$2K ﹤0.01%
160
-3,172
2036
$2K ﹤0.01%
73
-276
2037
$2K ﹤0.01%
62
-6,594
2038
$2K ﹤0.01%
125
+75
2039
$2K ﹤0.01%
+40
2040
$2K ﹤0.01%
+158
2041
$2K ﹤0.01%
19
2042
$2K ﹤0.01%
160
-339
2043
$2K ﹤0.01%
243
-520
2044
$2K ﹤0.01%
833
-33
2045
$2K ﹤0.01%
209
-2,933
2046
$2K ﹤0.01%
15
-30
2047
$2K ﹤0.01%
150
-653
2048
$2K ﹤0.01%
300
2049
$2K ﹤0.01%
120
-3,663
2050
$2K ﹤0.01%
25
80 81
82
83 84