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
$2.39B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$15.5M
3
+$13.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.82M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$7.3M

Top Sells

1
+$18.3M
2
+$17.9M
3
+$17.8M
4
IYR icon
iShares US Real Estate ETF
IYR
+$10.7M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$7.41M

Sector Composition

1 Technology 8.47%
2 Financials 4.06%
3 Consumer Discretionary 3.84%
4 Industrials 3.19%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$19.2K ﹤0.01%
325
-229
2027
$19.1K ﹤0.01%
114
-15
2028
$19.1K ﹤0.01%
500
2029
$19K ﹤0.01%
224
2030
$19K ﹤0.01%
+98
2031
$18.9K ﹤0.01%
742
-675
2032
$18.9K ﹤0.01%
800
-206
2033
$18.9K ﹤0.01%
+2,000
2034
$18.9K ﹤0.01%
1,293
-4,532
2035
$18.9K ﹤0.01%
+970
2036
$18.8K ﹤0.01%
201
+101
2037
$18.7K ﹤0.01%
1,616
-1,300
2038
$18.7K ﹤0.01%
219
-232
2039
$18.7K ﹤0.01%
1,522
+1,422
2040
$18.7K ﹤0.01%
862
-177
2041
$18.7K ﹤0.01%
2,143
+320
2042
$18.7K ﹤0.01%
390
-53
2043
$18.5K ﹤0.01%
842
+390
2044
$18.5K ﹤0.01%
1,500
2045
$18.5K ﹤0.01%
947
-61
2046
$18.4K ﹤0.01%
666
+648
2047
$18.4K ﹤0.01%
+640
2048
$18.2K ﹤0.01%
283
+23
2049
$18.2K ﹤0.01%
503
+227
2050
$18.2K ﹤0.01%
1,025
80 81
82
83 84