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
251
$1.97M 0.08%
83,234
-24,732
252
$1.94M 0.08%
41,992
-2,596
253
$1.92M 0.08%
43,605
-19,894
254
$1.91M 0.08%
22,945
-8,449
255
$1.9M 0.08%
24,698
+7,151
256
$1.9M 0.08%
35,138
+701
257
$1.9M 0.08%
31,094
+2,903
258
$1.89M 0.08%
28,347
+24,915
259
$1.88M 0.08%
15,819
+957
260
$1.88M 0.08%
17,059
-11,098
261
$1.88M 0.08%
35,668
+1,628
262
$1.86M 0.08%
22,838
-15,510
263
$1.85M 0.08%
34,890
+15,288
264
$1.85M 0.08%
116,780
+23,830
265
$1.84M 0.08%
8,122
+2,040
266
$1.84M 0.08%
55,038
+7,344
267
$1.82M 0.08%
31,118
-1,544
268
$1.81M 0.08%
23,764
+3,473
269
$1.81M 0.08%
25,290
+4,159
270
$1.8M 0.08%
30,397
+4,816
271
$1.8M 0.08%
21,295
-6,848
272
$1.79M 0.08%
56,637
+11,527
273
$1.78M 0.07%
50,767
+46,189
274
$1.77M 0.07%
13,129
+1,110
275
$1.77M 0.07%
21,194
-937
9 10
11
12 13