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
$990M
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,541
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$7.6M
3
+$5.3M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.47M

Top Sells

1
+$10.9M
2
+$10.1M
3
+$9.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.49M

Sector Composition

1 Technology 8.35%
2 Financials 5.06%
3 Healthcare 4.57%
4 Consumer Discretionary 4.29%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$4K ﹤0.01%
75
2027
$4K ﹤0.01%
78
-6
2028
$4K ﹤0.01%
91
+9
2029
$4K ﹤0.01%
+89
2030
$4K ﹤0.01%
+110
2031
$4K ﹤0.01%
80
-100
2032
$4K ﹤0.01%
270
2033
$4K ﹤0.01%
170
2034
$4K ﹤0.01%
500
2035
$4K ﹤0.01%
952
+289
2036
$4K ﹤0.01%
144
2037
$4K ﹤0.01%
956
-189
2038
$4K ﹤0.01%
34
-286
2039
$4K ﹤0.01%
173
-55
2040
$4K ﹤0.01%
100
2041
$4K ﹤0.01%
84
-204
2042
$4K ﹤0.01%
96
-18
2043
$4K ﹤0.01%
500
2044
$4K ﹤0.01%
279
-4
2045
$4K ﹤0.01%
+150
2046
$4K ﹤0.01%
+80
2047
$4K ﹤0.01%
130
2048
$4K ﹤0.01%
194
-3
2049
$4K ﹤0.01%
+456
2050
$4K ﹤0.01%
+268
80 81
82
83 84