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
2626
$15K ﹤0.01%
187
+14
2627
$15K ﹤0.01%
+610
2628
$15K ﹤0.01%
650
+100
2629
$15K ﹤0.01%
984
+15
2630
$15K ﹤0.01%
+643
2631
$15K ﹤0.01%
1,100
+22
2632
$15K ﹤0.01%
364
-232
2633
$15K ﹤0.01%
3,160
+450
2634
$14K ﹤0.01%
300
-87
2635
$14K ﹤0.01%
797
2636
$14K ﹤0.01%
600
+200
2637
$14K ﹤0.01%
677
+13
2638
$14K ﹤0.01%
1,000
+380
2639
$14K ﹤0.01%
1,095
+13
2640
$14K ﹤0.01%
647
-400
2641
$14K ﹤0.01%
271
+93
2642
$14K ﹤0.01%
312
-550
2643
$14K ﹤0.01%
+233
2644
$14K ﹤0.01%
1,280
+580
2645
$14K ﹤0.01%
500
-300
2646
$14K ﹤0.01%
150
2647
$14K ﹤0.01%
645
2648
$14K ﹤0.01%
475
-1,176
2649
$14K ﹤0.01%
915
2650
$14K ﹤0.01%
302
-300
104 105
106
107 108