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
2001
$43K ﹤0.01%
1,554
+228
2002
$42K ﹤0.01%
+1,510
2003
$42K ﹤0.01%
5,152
-1,200
2004
$42K ﹤0.01%
+1,500
2005
$42K ﹤0.01%
552
+173
2006
$42K ﹤0.01%
1,060
+415
2007
$42K ﹤0.01%
10,000
2008
$42K ﹤0.01%
1,131
+352
2009
$42K ﹤0.01%
284
-299
2010
$42K ﹤0.01%
2,855
+270
2011
$41K ﹤0.01%
837
-78
2012
$41K ﹤0.01%
1,001
-1,439
2013
$41K ﹤0.01%
56
+2
2014
$41K ﹤0.01%
2,461
+324
2015
$41K ﹤0.01%
854
+295
2016
$41K ﹤0.01%
5,973
-3,637
2017
$41K ﹤0.01%
1,094
-256
2018
$41K ﹤0.01%
760
-678
2019
$41K ﹤0.01%
723
+592
2020
$41K ﹤0.01%
2,550
2021
$41K ﹤0.01%
600
2022
$41K ﹤0.01%
1,508
-287
2023
$41K ﹤0.01%
4,307
-2,359
2024
$41K ﹤0.01%
1,344
-170
2025
$41K ﹤0.01%
3,316
-519
79 80
81
82 83