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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.61M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.35M
5
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$5.55M

Top Sells

1
+$23.8M
2
+$9.92M
3
+$8.94M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.24M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$8K ﹤0.01%
238
2027
$8K ﹤0.01%
258
+2
2028
$8K ﹤0.01%
206
2029
$8K ﹤0.01%
50
-10
2030
$8K ﹤0.01%
179
2031
$8K ﹤0.01%
946
-1,902
2032
$8K ﹤0.01%
204
2033
$8K ﹤0.01%
530
2034
$8K ﹤0.01%
186
2035
$8K ﹤0.01%
2,303
+2,248
2036
$8K ﹤0.01%
184
-37
2037
$8K ﹤0.01%
150
2038
$8K ﹤0.01%
485
-262
2039
$8K ﹤0.01%
174
2040
$8K ﹤0.01%
91
+49
2041
$8K ﹤0.01%
+1,000
2042
$8K ﹤0.01%
112
2043
$8K ﹤0.01%
138
-21
2044
$8K ﹤0.01%
38
-30
2045
$8K ﹤0.01%
+274
2046
$7K ﹤0.01%
1,693
2047
$7K ﹤0.01%
110
2048
– –
0
2049
$7K ﹤0.01%
338
2050
$7K ﹤0.01%
56
+54
80 81
82
83 84