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
2501
$18K ﹤0.01%
294
+19
2502
$18K ﹤0.01%
193
-858
2503
$18K ﹤0.01%
297
2504
$18K ﹤0.01%
202
-15
2505
$18K ﹤0.01%
1,697
+300
2506
$18K ﹤0.01%
+5,500
2507
$18K ﹤0.01%
2,311
-874
2508
$18K ﹤0.01%
198
-81
2509
$18K ﹤0.01%
1,039
-4,549
2510
$18K ﹤0.01%
702
+79
2511
$18K ﹤0.01%
975
+81
2512
$18K ﹤0.01%
450
2513
$18K ﹤0.01%
700
-228
2514
$18K ﹤0.01%
1,589
+39
2515
$18K ﹤0.01%
725
+119
2516
$18K ﹤0.01%
302
2517
$18K ﹤0.01%
433
+101
2518
$18K ﹤0.01%
943
2519
$18K ﹤0.01%
350
+210
2520
$18K ﹤0.01%
1,109
+84
2521
$18K ﹤0.01%
493
-8,846
2522
$17K ﹤0.01%
425
+98
2523
$17K ﹤0.01%
275
-35,746
2524
$17K ﹤0.01%
417
+9
2525
$17K ﹤0.01%
354
+224
99 100
101
102 103