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
SPDR 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
226
$2.26M 0.1%
32,625
+1,164
227
$2.25M 0.09%
+108,318
228
$2.24M 0.09%
43,500
-1,397
229
$2.2M 0.09%
31,645
-5,390
230
$2.19M 0.09%
22,865
+3,805
231
$2.17M 0.09%
39,761
+349
232
$2.17M 0.09%
100,446
+5,302
233
$2.17M 0.09%
90,092
-2,754
234
$2.16M 0.09%
34,524
-12,860
235
$2.14M 0.09%
80,834
-40,728
236
$2.13M 0.09%
9,383
+1,184
237
$2.13M 0.09%
+48,475
238
$2.12M 0.09%
71,417
+17,517
239
$2.11M 0.09%
44,362
-81,145
240
$2.09M 0.09%
10,835
-872
241
$2.09M 0.09%
41,716
+9,189
242
$2.08M 0.09%
72,660
-4,759
243
$2.07M 0.09%
225,803
+50,633
244
$2.07M 0.09%
118,343
+3,667
245
$2.06M 0.09%
83,036
-5,894
246
$2.06M 0.09%
28,957
+211
247
$2.03M 0.09%
55,323
+22,639
248
$2.02M 0.08%
88,142
-101,630
249
$1.99M 0.08%
34,932
-4,671
250
$1.98M 0.08%
179,005
-21,767
8 9
10
11 12