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
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.9M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.76M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.61M

Top Sells

1
+$14.8M
2
+$7.4M
3
+$7.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.94M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.89M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$11K ﹤0.01%
217
2027
$11K ﹤0.01%
475
2028
$11K ﹤0.01%
23
-1
2029
$11K ﹤0.01%
242
+42
2030
$11K ﹤0.01%
144
2031
$11K ﹤0.01%
307
2032
$11K ﹤0.01%
94
+10
2033
$11K ﹤0.01%
300
2034
$11K ﹤0.01%
+113
2035
$11K ﹤0.01%
1,883
+500
2036
$11K ﹤0.01%
80
-15
2037
$11K ﹤0.01%
324
2038
$10K ﹤0.01%
179
-26
2039
$10K ﹤0.01%
80
2040
$10K ﹤0.01%
385
+10
2041
$10K ﹤0.01%
92
+12
2042
$10K ﹤0.01%
130
2043
$10K ﹤0.01%
500
2044
$10K ﹤0.01%
80
+16
2045
$10K ﹤0.01%
223
+46
2046
$10K ﹤0.01%
355
2047
$10K ﹤0.01%
+184
2048
$10K ﹤0.01%
201
2049
$10K ﹤0.01%
238
2050
$10K ﹤0.01%
241
+24
80 81
82
83 84