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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.1M
3
+$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Top Sells

1
+$13.1M
2
+$6.33M
3
+$6.16M
4
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$4.36M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.17M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$33.6K ﹤0.01%
558
2027
$33.6K ﹤0.01%
531
+404
2028
$33.5K ﹤0.01%
2,571
-723
2029
$33.5K ﹤0.01%
219
-30
2030
$33.5K ﹤0.01%
374
+18
2031
$33.4K ﹤0.01%
1,255
2032
$33.3K ﹤0.01%
229
-5
2033
$33.3K ﹤0.01%
3,404
-567
2034
$33.1K ﹤0.01%
346
+21
2035
$33.1K ﹤0.01%
+2,000
2036
$33.1K ﹤0.01%
396
-209
2037
$33.1K ﹤0.01%
2,340
+48
2038
$32.8K ﹤0.01%
40,416
+39,083
2039
$32.6K ﹤0.01%
570
+10
2040
$32.6K ﹤0.01%
1,000
-600
2041
$32.4K ﹤0.01%
1,368
+503
2042
$32.2K ﹤0.01%
292
-195
2043
$32.2K ﹤0.01%
314
+2
2044
$32K ﹤0.01%
227
+2
2045
$31.9K ﹤0.01%
292
+11
2046
$31.9K ﹤0.01%
24
+3
2047
$31.9K ﹤0.01%
+4,018
2048
$31.9K ﹤0.01%
138
+15
2049
$31.8K ﹤0.01%
702
2050
$31.8K ﹤0.01%
525
+156
80 81
82
83 84