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
$2.28B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,304
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$7.49M
3 +$6.68M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.45M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.38M

Sector Composition

1 Technology 8.55%
2 Financials 4.3%
3 Consumer Discretionary 3.64%
4 Industrials 2.95%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$17.6K ﹤0.01%
371
2027
$17.6K ﹤0.01%
+102
2028
$17.5K ﹤0.01%
204
+7
2029
$17.5K ﹤0.01%
527
2030
$17.5K ﹤0.01%
333
+32
2031
$17.5K ﹤0.01%
615
+100
2032
$17.4K ﹤0.01%
+951
2033
$17.4K ﹤0.01%
716
+63
2034
$17.4K ﹤0.01%
180
+70
2035
$17.4K ﹤0.01%
632
2036
$17.4K ﹤0.01%
30
-15
2037
$17.3K ﹤0.01%
227
+3
2038
$17.3K ﹤0.01%
+4,224
2039
$17.3K ﹤0.01%
+2,093
2040
$17.3K ﹤0.01%
1,220
+1,000
2041
$17.1K ﹤0.01%
280
-413
2042
$17.1K ﹤0.01%
1,057
-3,098
2043
$17.1K ﹤0.01%
252
-23,634
2044
$17.1K ﹤0.01%
2,621
+64
2045
$17.1K ﹤0.01%
494
+5
2046
$17K ﹤0.01%
210
2047
$17K ﹤0.01%
534
2048
$17K ﹤0.01%
504
2049
$17K ﹤0.01%
1,356
-960
2050
$17K ﹤0.01%
1,785
+658