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
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,666
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.96M
3
+$7.75M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.74M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.72M

Top Sells

1
+$7.7M
2
+$7.03M
3
+$5.44M
4
IVZ icon
Invesco
IVZ
+$4.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.02M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$12K ﹤0.01%
150
2027
$11K ﹤0.01%
+321
2028
$11K ﹤0.01%
217
2029
$11K ﹤0.01%
160
-50
2030
$11K ﹤0.01%
365
-1,008
2031
$11K ﹤0.01%
+24
2032
$11K ﹤0.01%
456
2033
$11K ﹤0.01%
288
2034
$11K ﹤0.01%
+174
2035
$11K ﹤0.01%
43
2036
$11K ﹤0.01%
+1,500
2037
$11K ﹤0.01%
1,305
2038
$11K ﹤0.01%
339
2039
$11K ﹤0.01%
1,048
-57
2040
$11K ﹤0.01%
124
2041
$11K ﹤0.01%
+134
2042
$11K ﹤0.01%
150
2043
$11K ﹤0.01%
+131
2044
$11K ﹤0.01%
81
+9
2045
$11K ﹤0.01%
700
2046
$11K ﹤0.01%
+400
2047
$11K ﹤0.01%
+57
2048
$11K ﹤0.01%
465
2049
$11K ﹤0.01%
1,452
2050
$10K ﹤0.01%
+115
80 81
82
83 84