IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
7,565
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12M
3
+$11.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.26M
5
IAU icon
iShares Gold Trust
IAU
+$7.49M

Top Sells

1
+$10.3M
2
+$7.69M
3
+$5.87M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.99M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.83M

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
$5K ﹤0.01%
762
+532
2027
– –
0
2028
$5K ﹤0.01%
+1,371
2029
$5K ﹤0.01%
207
-59
2030
$5K ﹤0.01%
209
2031
$5K ﹤0.01%
259
2032
$5K ﹤0.01%
89
-62
2033
$5K ﹤0.01%
143
+43
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%
+1,607
2039
$5K ﹤0.01%
84
-91
2040
$5K ﹤0.01%
100
-503
2041
$5K ﹤0.01%
129
+17
2042
$5K ﹤0.01%
113
-2
2043
$5K ﹤0.01%
+270
2044
$5K ﹤0.01%
211
-40
2045
$5K ﹤0.01%
320
-39
2046
$5K ﹤0.01%
232
2047
$5K ﹤0.01%
+650
2048
$5K ﹤0.01%
+50
2049
$5K ﹤0.01%
+40
2050
$5K ﹤0.01%
1,715
80 81
82
83 84