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
$732M
AUM Growth
-$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$5.39M
3
+$3.3M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.54M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.55M

Top Sells

1
+$23.5M
2
+$20.5M
3
+$16.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.3M
5
AMZN icon
Amazon
AMZN
+$13.9M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
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%
150
-653
2027
$2K ﹤0.01%
300
2028
$2K ﹤0.01%
120
-3,663
2029
$2K ﹤0.01%
25
2030
$2K ﹤0.01%
47
-57
2031
$2K ﹤0.01%
216
2032
$2K ﹤0.01%
136
-2,027
2033
$2K ﹤0.01%
+26
2034
$2K ﹤0.01%
+200
2035
$2K ﹤0.01%
+50
2036
$2K ﹤0.01%
83
2037
$2K ﹤0.01%
36
-122
2038
$2K ﹤0.01%
30
-524
2039
$2K ﹤0.01%
15
-622
2040
$2K ﹤0.01%
149
-3,515
2041
$2K ﹤0.01%
38
-259
2042
$2K ﹤0.01%
204
2043
$2K ﹤0.01%
60
2044
$2K ﹤0.01%
11
-126
2045
$2K ﹤0.01%
43
-4
2046
$2K ﹤0.01%
175
2047
$2K ﹤0.01%
100
-130
2048
$2K ﹤0.01%
60
-6,295
2049
$2K ﹤0.01%
50
-27
2050
$2K ﹤0.01%
19
-131
80 81
82
83 84