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
$2.12B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,433
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$11.2M
3 +$11.1M
4
IYR icon
iShares US Real Estate ETF
IYR
+$9.69M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.02M

Sector Composition

1 Technology 8.53%
2 Financials 4.14%
3 Consumer Discretionary 3.34%
4 Industrials 3.25%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$15K ﹤0.01%
500
2027
$15K ﹤0.01%
107
-23
2028
$15K ﹤0.01%
655
2029
$15K ﹤0.01%
515
-22,545
2030
$14.9K ﹤0.01%
148
+47
2031
$14.9K ﹤0.01%
212,864
-159,325
2032
$14.8K ﹤0.01%
129
2033
$14.8K ﹤0.01%
350
2034
$14.8K ﹤0.01%
156
-140
2035
$14.8K ﹤0.01%
2,557
+68
2036
$14.7K ﹤0.01%
851
2037
$14.7K ﹤0.01%
254
-962
2038
$14.7K ﹤0.01%
+522
2039
$14.7K ﹤0.01%
259
+59
2040
$14.6K ﹤0.01%
+706
2041
$14.6K ﹤0.01%
3,045
2042
$14.6K ﹤0.01%
123
-301
2043
$14.5K ﹤0.01%
1,050
2044
$14.5K ﹤0.01%
73
+4
2045
$14.4K ﹤0.01%
341
2046
$14.4K ﹤0.01%
175
2047
$14.4K ﹤0.01%
552
-4,028
2048
$14.4K ﹤0.01%
+465
2049
$14.3K ﹤0.01%
174
+59
2050
$14.3K ﹤0.01%
52
-9