IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,286
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.65M
3
+$8.31M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.87M
5
MU icon
Micron Technology
MU
+$6.47M

Top Sells

1
+$11.2M
2
+$7.25M
3
+$6.62M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.86M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.8M

Sector Composition

1 Technology 6.08%
2 Financials 5.11%
3 Healthcare 4.98%
4 Consumer Discretionary 4.29%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$44K ﹤0.01%
+1,347
1977
$44K ﹤0.01%
1,148
+749
1978
$44K ﹤0.01%
705
-15
1979
$44K ﹤0.01%
427
+26
1980
$44K ﹤0.01%
7,722
+591
1981
$44K ﹤0.01%
+489
1982
$44K ﹤0.01%
749
1983
$44K ﹤0.01%
737
-116
1984
$44K ﹤0.01%
451
-56
1985
$44K ﹤0.01%
+4,600
1986
$44K ﹤0.01%
619
+465
1987
$44K ﹤0.01%
3,428
+33
1988
$44K ﹤0.01%
1,973
+985
1989
$44K ﹤0.01%
+275
1990
$44K ﹤0.01%
1,815
-257
1991
$44K ﹤0.01%
3,411
1992
$43K ﹤0.01%
610
1993
$43K ﹤0.01%
3,813
-3,690
1994
$43K ﹤0.01%
1,804
+1,054
1995
$43K ﹤0.01%
1,804
-2,124
1996
$43K ﹤0.01%
5,454
-13,924
1997
$43K ﹤0.01%
2,287
+330
1998
– –
0
1999
$43K ﹤0.01%
837
-144
2000
$43K ﹤0.01%
4,459
-72
78 79
80
81 82