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
2476
$19K ﹤0.01%
98
+30
2477
$19K ﹤0.01%
320
+166
2478
$19K ﹤0.01%
650
-1,875
2479
$19K ﹤0.01%
1,072
+90
2480
$19K ﹤0.01%
121
+10
2481
$19K ﹤0.01%
1,378
2482
$18K ﹤0.01%
493
-313
2483
$18K ﹤0.01%
103
+55
2484
$18K ﹤0.01%
1,075
+200
2485
$18K ﹤0.01%
171
-500
2486
$18K ﹤0.01%
170
-94
2487
$18K ﹤0.01%
270
+200
2488
$18K ﹤0.01%
1,413
-5,489
2489
$18K ﹤0.01%
301
+137
2490
$18K ﹤0.01%
3,273
-3,815
2491
$18K ﹤0.01%
1,318
-200
2492
$18K ﹤0.01%
524
+173
2493
$18K ﹤0.01%
967
+50
2494
$18K ﹤0.01%
399
+299
2495
$18K ﹤0.01%
469
+228
2496
$18K ﹤0.01%
385
2497
$18K ﹤0.01%
+565
2498
$18K ﹤0.01%
2,000
-1,000
2499
$18K ﹤0.01%
701
+5
2500
$18K ﹤0.01%
182
-126
98 99
100
101 102