IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
5,133
New
Increased
Reduced
Closed

Top Buys

1
+$818M
2
+$62.3M
3
+$27.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$22.2M

Top Sells

1
+$31.4M
2
+$27.1M
3
+$26.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.1M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$60K ﹤0.01%
3,282
+1,532
2027
$60K ﹤0.01%
3,548
+1,948
2028
$60K ﹤0.01%
1,600
+1,210
2029
$60K ﹤0.01%
+4,433
2030
$60K ﹤0.01%
400
+171
2031
$59K ﹤0.01%
1,210
+548
2032
$59K ﹤0.01%
+2,124
2033
$59K ﹤0.01%
+2,371
2034
$59K ﹤0.01%
2,000
+340
2035
$59K ﹤0.01%
1,570
+1,537
2036
$59K ﹤0.01%
1,290
-73,163
2037
$59K ﹤0.01%
1,553
+239
2038
$59K ﹤0.01%
1,416
+92
2039
$59K ﹤0.01%
2,550
+2,525
2040
$59K ﹤0.01%
612
+470
2041
$59K ﹤0.01%
3,800
+1,390
2042
$59K ﹤0.01%
+8,507
2043
$59K ﹤0.01%
334
-98
2044
$59K ﹤0.01%
524
-370
2045
$59K ﹤0.01%
689
+16
2046
$59K ﹤0.01%
741
+692
2047
$59K ﹤0.01%
+52
2048
$59K ﹤0.01%
18,000
+7,000
2049
$58K ﹤0.01%
573
+408
2050
$58K ﹤0.01%
1,970
+1,239
80 81
82
83 84