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
$2.77B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Sells

1 +$22M
2 +$9.56M
3 +$9.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.83M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.83M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$26.7K ﹤0.01%
348
2027
$26.7K ﹤0.01%
153
-9
2028
$26.7K ﹤0.01%
2,000
2029
$26.5K ﹤0.01%
560
+112
2030
$26.5K ﹤0.01%
+400
2031
$26.5K ﹤0.01%
206
2032
$26.3K ﹤0.01%
230
2033
$26.3K ﹤0.01%
726
+125
2034
$26.2K ﹤0.01%
9,500
2035
$26K ﹤0.01%
237
-56
2036
$25.9K ﹤0.01%
600
+500
2037
$25.9K ﹤0.01%
362
+39
2038
$25.8K ﹤0.01%
115
-6
2039
$25.8K ﹤0.01%
335
-717
2040
$25.8K ﹤0.01%
264
+42
2041
$25.7K ﹤0.01%
1,063
2042
$25.7K ﹤0.01%
812
2043
$25.7K ﹤0.01%
722
-444
2044
$25.6K ﹤0.01%
1,172
-18
2045
$25.6K ﹤0.01%
2,178
+10
2046
$25.4K ﹤0.01%
709
2047
$25.4K ﹤0.01%
660
-109
2048
$25.4K ﹤0.01%
533
+33
2049
$25.4K ﹤0.01%
250
2050
$25.3K ﹤0.01%
603
-104