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
2526
$17K ﹤0.01%
1,200
-904
2527
$17K ﹤0.01%
487
+196
2528
$17K ﹤0.01%
181
+20
2529
$17K ﹤0.01%
339
-106
2530
$17K ﹤0.01%
369
+136
2531
$17K ﹤0.01%
931
+100
2532
$17K ﹤0.01%
469
+243
2533
$17K ﹤0.01%
4,714
-196
2534
$17K ﹤0.01%
657
2535
$17K ﹤0.01%
474
2536
$17K ﹤0.01%
+200
2537
$17K ﹤0.01%
294
2538
$17K ﹤0.01%
84
-2
2539
$17K ﹤0.01%
556
+2
2540
$17K ﹤0.01%
79
-70
2541
$17K ﹤0.01%
1,387
+26
2542
$17K ﹤0.01%
226
+119
2543
$17K ﹤0.01%
356
-493
2544
$17K ﹤0.01%
324
-355
2545
$17K ﹤0.01%
630
2546
$17K ﹤0.01%
+354
2547
$17K ﹤0.01%
525
+25
2548
$17K ﹤0.01%
31
-26
2549
$17K ﹤0.01%
656
-1,157
2550
$17K ﹤0.01%
+1,200
100 101
102
103 104