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
2551
$17K ﹤0.01%
253
-39
2552
$17K ﹤0.01%
105
-469
2553
$17K ﹤0.01%
386
-303
2554
$17K ﹤0.01%
800
2555
$17K ﹤0.01%
584
+292
2556
$17K ﹤0.01%
+33,090
2557
$16K ﹤0.01%
157
+32
2558
$16K ﹤0.01%
108
-62
2559
$16K ﹤0.01%
384
+123
2560
$16K ﹤0.01%
136
2561
$16K ﹤0.01%
281
+200
2562
$16K ﹤0.01%
628
2563
$16K ﹤0.01%
812
2564
$16K ﹤0.01%
452
2565
$16K ﹤0.01%
1,000
+303
2566
$16K ﹤0.01%
386
+368
2567
$16K ﹤0.01%
768
-3,552
2568
$16K ﹤0.01%
498
-619
2569
$16K ﹤0.01%
4,101
2570
$16K ﹤0.01%
27
-11
2571
$16K ﹤0.01%
353
+11
2572
$16K ﹤0.01%
+200
2573
$16K ﹤0.01%
+605
2574
$16K ﹤0.01%
1,000
2575
$16K ﹤0.01%
327
+317
101 102
103
104 105