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
2676
$14K ﹤0.01%
1,000
2677
$13K ﹤0.01%
497
+185
2678
$13K ﹤0.01%
1,000
2679
$13K ﹤0.01%
147
+95
2680
$13K ﹤0.01%
430
2681
$13K ﹤0.01%
203
+100
2682
$13K ﹤0.01%
1,000
2683
$13K ﹤0.01%
812
2684
$13K ﹤0.01%
+240
2685
$13K ﹤0.01%
527
-702
2686
$13K ﹤0.01%
240
-166
2687
$13K ﹤0.01%
311
-30
2688
$13K ﹤0.01%
+1,000
2689
$13K ﹤0.01%
1,000
2690
$13K ﹤0.01%
272
-167
2691
$13K ﹤0.01%
252
2692
$13K ﹤0.01%
375
2693
$13K ﹤0.01%
710
-200
2694
$13K ﹤0.01%
317
+164
2695
$13K ﹤0.01%
3,904
+1,008
2696
$13K ﹤0.01%
1,500
2697
$13K ﹤0.01%
105
-34
2698
$13K ﹤0.01%
1,000
2699
$13K ﹤0.01%
83
+5
2700
$13K ﹤0.01%
400
+150
106 107
108
109 110