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
2026
$41K ﹤0.01%
970
+423
2027
$40K ﹤0.01%
+1,770
2028
$40K ﹤0.01%
239
+55
2029
$40K ﹤0.01%
665
-55
2030
$40K ﹤0.01%
1,519
+566
2031
$40K ﹤0.01%
316
+100
2032
$40K ﹤0.01%
1,459
+1,382
2033
$40K ﹤0.01%
1,362
2034
$40K ﹤0.01%
2,055
2035
$40K ﹤0.01%
2,250
2036
$40K ﹤0.01%
1,332
-305
2037
$40K ﹤0.01%
377
-101
2038
$40K ﹤0.01%
3,386
-2,334
2039
$40K ﹤0.01%
623
+23
2040
$40K ﹤0.01%
2,742
-20,039
2041
$40K ﹤0.01%
6,235
2042
$40K ﹤0.01%
763
-190
2043
$40K ﹤0.01%
35,500
2044
$39K ﹤0.01%
1,825
2045
$39K ﹤0.01%
3,050
2046
$39K ﹤0.01%
3,000
2047
$39K ﹤0.01%
1,631
+96
2048
$39K ﹤0.01%
1,775
+375
2049
$39K ﹤0.01%
1,530
2050
$39K ﹤0.01%
+2,499
80 81
82
83 84