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
2651
$14K ﹤0.01%
5
+1
2652
$14K ﹤0.01%
837
-195
2653
$14K ﹤0.01%
188
-85
2654
$14K ﹤0.01%
545
+145
2655
$14K ﹤0.01%
1,450
-1,500
2656
$14K ﹤0.01%
580
2657
$14K ﹤0.01%
305
2658
$14K ﹤0.01%
+159
2659
$14K ﹤0.01%
842
+249
2660
$14K ﹤0.01%
374
-10
2661
$14K ﹤0.01%
498
-889
2662
$14K ﹤0.01%
78
2663
$14K ﹤0.01%
1,051
2664
$14K ﹤0.01%
+177
2665
$14K ﹤0.01%
96
+46
2666
$14K ﹤0.01%
119
+10
2667
$14K ﹤0.01%
705
+484
2668
$14K ﹤0.01%
+365
2669
$14K ﹤0.01%
1,899
-516
2670
$14K ﹤0.01%
117
-25
2671
$14K ﹤0.01%
315
2672
$14K ﹤0.01%
3,240
+868
2673
$14K ﹤0.01%
617
+116
2674
$14K ﹤0.01%
220
+100
2675
$14K ﹤0.01%
303
-33
105 106
107
108 109