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
$1.49B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1 +$35.3M
2 +$32.3M
3 +$30.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$17.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 5.08%
3 Financials 4.5%
4 Communication Services 3.46%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8K ﹤0.01%
+273
2027
$8K ﹤0.01%
+600
2028
$8K ﹤0.01%
+491
2029
$8K ﹤0.01%
+500
2030
$8K ﹤0.01%
+485
2031
$8K ﹤0.01%
+242
2032
$8K ﹤0.01%
+90
2033
$8K ﹤0.01%
+273
2034
$8K ﹤0.01%
+139
2035
$8K ﹤0.01%
+64
2036
$8K ﹤0.01%
+206
2037
$8K ﹤0.01%
+259
2038
$8K ﹤0.01%
+600
2039
$8K ﹤0.01%
+94
2040
$8K ﹤0.01%
+285
2041
$8K ﹤0.01%
+1,400
2042
$8K ﹤0.01%
+214
2043
$8K ﹤0.01%
+255
2044
$8K ﹤0.01%
+528
2045
$8K ﹤0.01%
+382
2046
$8K ﹤0.01%
+400
2047
$8K ﹤0.01%
+500
2048
$8K ﹤0.01%
+51
2049
$8K ﹤0.01%
+14
2050
$8K ﹤0.01%
+1,000