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
$1.67B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,566
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.9M
3
+$11.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$7.37M

Top Sells

1
+$10.2M
2
+$7.68M
3
+$5.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.05M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.86M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.29%
3 Healthcare 4.15%
4 Financials 3.93%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
0
2027
$5K ﹤0.01%
+1,371
2028
$5K ﹤0.01%
207
-59
2029
$5K ﹤0.01%
209
2030
$5K ﹤0.01%
259
2031
$5K ﹤0.01%
89
-62
2032
$5K ﹤0.01%
143
+43
2033
$5K ﹤0.01%
146
2034
$5K ﹤0.01%
632
+332
2035
$5K ﹤0.01%
200
-5,110
2036
$5K ﹤0.01%
2
2037
$5K ﹤0.01%
+140
2038
$5K ﹤0.01%
465
2039
$5K ﹤0.01%
76
2040
$5K ﹤0.01%
+1,607
2041
$5K ﹤0.01%
84
-91
2042
$5K ﹤0.01%
100
-503
2043
$5K ﹤0.01%
109
-117
2044
$5K ﹤0.01%
109
2045
$5K ﹤0.01%
129
+17
2046
$5K ﹤0.01%
113
-2
2047
$5K ﹤0.01%
+270
2048
$5K ﹤0.01%
211
-40
2049
$5K ﹤0.01%
320
-39
2050
$5K ﹤0.01%
232
80 81
82
83 84