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
2601
$15K ﹤0.01%
369
+152
2602
$15K ﹤0.01%
1,105
2603
$15K ﹤0.01%
1,076
2604
$15K ﹤0.01%
135
-769
2605
$15K ﹤0.01%
341
2606
$15K ﹤0.01%
+234
2607
$15K ﹤0.01%
925
-325
2608
$15K ﹤0.01%
130
+10
2609
$15K ﹤0.01%
1,120
2610
$15K ﹤0.01%
117
2611
$15K ﹤0.01%
+500
2612
$15K ﹤0.01%
1,000
-173
2613
$15K ﹤0.01%
167
-167
2614
$15K ﹤0.01%
2,952
+236
2615
$15K ﹤0.01%
5,500
2616
$15K ﹤0.01%
215
+102
2617
$15K ﹤0.01%
77
+33
2618
$15K ﹤0.01%
274
+145
2619
$15K ﹤0.01%
648
-198
2620
$15K ﹤0.01%
575
+475
2621
$15K ﹤0.01%
396
-424
2622
$15K ﹤0.01%
1,162
2623
$15K ﹤0.01%
400
2624
$15K ﹤0.01%
317
+300
2625
$15K ﹤0.01%
1,300
-5,900
103 104
105
106 107