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
2701
$13K ﹤0.01%
160
+3
2702
$13K ﹤0.01%
257
2703
$13K ﹤0.01%
375
+175
2704
$13K ﹤0.01%
+558
2705
$13K ﹤0.01%
650
-100
2706
$13K ﹤0.01%
385
-116
2707
$13K ﹤0.01%
240
+40
2708
$13K ﹤0.01%
73
+28
2709
$13K ﹤0.01%
134
-51
2710
$13K ﹤0.01%
138
2711
$13K ﹤0.01%
789
2712
$13K ﹤0.01%
1,000
-4,000
2713
$13K ﹤0.01%
318
-105
2714
$13K ﹤0.01%
4,152
-1,600
2715
$13K ﹤0.01%
154
-47
2716
$13K ﹤0.01%
65
+13
2717
$13K ﹤0.01%
+975
2718
$13K ﹤0.01%
1,459
2719
$13K ﹤0.01%
2,412
+2,032
2720
$13K ﹤0.01%
119
-7
2721
$13K ﹤0.01%
+500
2722
$13K ﹤0.01%
1,483
+283
2723
$13K ﹤0.01%
300
+50
2724
$13K ﹤0.01%
550
+200
2725
$13K ﹤0.01%
+400
107 108
109
110 111