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
$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
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

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%
147
2027
$8K ﹤0.01%
50
-10
2028
$8K ﹤0.01%
179
2029
$8K ﹤0.01%
300
2030
$8K ﹤0.01%
946
-1,902
2031
$8K ﹤0.01%
204
2032
$8K ﹤0.01%
530
2033
$8K ﹤0.01%
2,303
+2,248
2034
$8K ﹤0.01%
184
-37
2035
$8K ﹤0.01%
150
2036
$8K ﹤0.01%
323
-175
2037
$8K ﹤0.01%
174
2038
$8K ﹤0.01%
38
-30
2039
$8K ﹤0.01%
+274
2040
$8K ﹤0.01%
138
-21
2041
$8K ﹤0.01%
256
2042
$8K ﹤0.01%
163
2043
$8K ﹤0.01%
655
+23
2044
$8K ﹤0.01%
186
2045
$8K ﹤0.01%
240
+4
2046
$8K ﹤0.01%
91
+49
2047
$8K ﹤0.01%
+1,000
2048
$8K ﹤0.01%
112
2049
– –
0
2050
$7K ﹤0.01%
338
80 81
82
83 84