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
2576
$16K ﹤0.01%
+735
2577
$16K ﹤0.01%
913
2578
$16K ﹤0.01%
686
2579
$16K ﹤0.01%
1,187
2580
$16K ﹤0.01%
388
+102
2581
$16K ﹤0.01%
920
+790
2582
$16K ﹤0.01%
1,300
-835
2583
$16K ﹤0.01%
250
2584
$16K ﹤0.01%
1,245
+32
2585
$16K ﹤0.01%
1,185
2586
$16K ﹤0.01%
600
2587
$16K ﹤0.01%
669
+167
2588
$16K ﹤0.01%
1,000
2589
$16K ﹤0.01%
+620
2590
$16K ﹤0.01%
107
2591
$16K ﹤0.01%
9,024
2592
$16K ﹤0.01%
+1,460
2593
$16K ﹤0.01%
459
-2,820
2594
$15K ﹤0.01%
246
2595
$15K ﹤0.01%
2,211
+2,196
2596
$15K ﹤0.01%
+400
2597
$15K ﹤0.01%
335
-44
2598
$15K ﹤0.01%
368
+2
2599
$15K ﹤0.01%
2,212
2600
$15K ﹤0.01%
244
+100
102 103
104
105 106