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
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,134
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$34.6M
3
+$26.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$25.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.5M

Top Sells

1
+$59.2M
2
+$29.7M
3
+$13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$8.36M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$60K ﹤0.01%
1,245
+753
2027
$60K ﹤0.01%
1,564
+1,514
2028
$60K ﹤0.01%
4,182
-44
2029
$60K ﹤0.01%
+2,676
2030
$60K ﹤0.01%
1,244
-173
2031
$60K ﹤0.01%
2,342
+2,232
2032
$60K ﹤0.01%
3,282
+1,532
2033
$60K ﹤0.01%
3,548
+1,948
2034
$59K ﹤0.01%
1,210
+548
2035
$59K ﹤0.01%
+2,124
2036
$59K ﹤0.01%
+2,371
2037
$59K ﹤0.01%
2,000
+340
2038
$59K ﹤0.01%
1,570
+1,537
2039
$59K ﹤0.01%
1,290
-73,163
2040
$59K ﹤0.01%
689
+16
2041
$59K ﹤0.01%
741
+692
2042
$59K ﹤0.01%
+52
2043
$59K ﹤0.01%
18,000
+7,000
2044
$59K ﹤0.01%
1,553
+239
2045
$59K ﹤0.01%
1,416
+92
2046
$59K ﹤0.01%
2,550
+2,525
2047
$59K ﹤0.01%
612
+470
2048
$59K ﹤0.01%
3,800
+1,390
2049
$59K ﹤0.01%
+8,507
2050
$59K ﹤0.01%
334
-98
80 81
82
83 84