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
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,846
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.2M
3
+$13.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.94M

Top Sells

1
+$18.7M
2
+$15.9M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.73M
5
BBWI icon
Bath & Body Works
BBWI
+$6.24M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$12K ﹤0.01%
+800
2027
$12K ﹤0.01%
221
2028
$12K ﹤0.01%
97
-69
2029
$12K ﹤0.01%
3,045
2030
$12K ﹤0.01%
326
2031
$12K ﹤0.01%
391
-8,167
2032
$12K ﹤0.01%
700
2033
$12K ﹤0.01%
100
2034
$12K ﹤0.01%
1,250
2035
$12K ﹤0.01%
358
2036
$12K ﹤0.01%
2,021
2037
$12K ﹤0.01%
800
2038
$12K ﹤0.01%
449
-1
2039
$12K ﹤0.01%
679
+4
2040
$12K ﹤0.01%
300
2041
$12K ﹤0.01%
+328
2042
$11K ﹤0.01%
174
2043
$11K ﹤0.01%
227
+100
2044
$11K ﹤0.01%
215
+15
2045
$11K ﹤0.01%
58
-9
2046
$11K ﹤0.01%
204
-25,773
2047
$11K ﹤0.01%
381
+300
2048
$11K ﹤0.01%
144
2049
$11K ﹤0.01%
217
2050
$11K ﹤0.01%
236
80 81
82
83 84