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
$1.33B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,596
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.57M
3
+$2.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.13M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.07M

Top Sells

1
+$13.9M
2
+$10.3M
3
+$9.16M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.34M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.77%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
1,749
+688
2027
$5K ﹤0.01%
+113
2028
$5K ﹤0.01%
29
+17
2029
$5K ﹤0.01%
169
-158
2030
$5K ﹤0.01%
+178
2031
$5K ﹤0.01%
144
2032
$5K ﹤0.01%
251
+137
2033
$5K ﹤0.01%
88
+38
2034
$5K ﹤0.01%
+66
2035
$5K ﹤0.01%
38
+23
2036
$5K ﹤0.01%
601
-15
2037
$5K ﹤0.01%
74
2038
$5K ﹤0.01%
64
2039
$5K ﹤0.01%
208
-34
2040
$5K ﹤0.01%
123
-2,262
2041
$5K ﹤0.01%
+80
2042
$5K ﹤0.01%
57
-432
2043
$5K ﹤0.01%
124
2044
$5K ﹤0.01%
215
2045
$5K ﹤0.01%
130
2046
$5K ﹤0.01%
374
-26
2047
$5K ﹤0.01%
+34
2048
$5K ﹤0.01%
197
-603
2049
$5K ﹤0.01%
156
-200
2050
$5K ﹤0.01%
200
80 81
82
83 84