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
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.3M
3
+$13.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M
5
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$13.5M

Top Sells

1
+$37.6M
2
+$15.7M
3
+$13.1M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.98M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.89M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$67K ﹤0.01%
594
-1
2027
$67K ﹤0.01%
+2,661
2028
$67K ﹤0.01%
1,275
-999
2029
$66K ﹤0.01%
1,668
+104
2030
$66K ﹤0.01%
2,669
+2,102
2031
$66K ﹤0.01%
511
-4,010
2032
$66K ﹤0.01%
2,163
+69
2033
$66K ﹤0.01%
4,516
2034
$66K ﹤0.01%
2,780
+104
2035
$66K ﹤0.01%
1,061
-138
2036
$66K ﹤0.01%
1,224
-3
2037
$66K ﹤0.01%
1,924
-1,316
2038
$66K ﹤0.01%
642
+152
2039
$66K ﹤0.01%
4,582
+100
2040
$66K ﹤0.01%
8,491
-3,187
2041
$66K ﹤0.01%
776
-322
2042
$65K ﹤0.01%
2,528
+3
2043
$65K ﹤0.01%
698
-9
2044
$65K ﹤0.01%
+2,600
2045
$65K ﹤0.01%
2,145
-1,975
2046
$65K ﹤0.01%
2,948
+710
2047
$65K ﹤0.01%
1,852
-706
2048
$65K ﹤0.01%
2,569
2049
$65K ﹤0.01%
7,858
+532
2050
$65K ﹤0.01%
+1,046
80 81
82
83 84