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
2726
$13K ﹤0.01%
4,483
2727
$13K ﹤0.01%
312
+3
2728
$12K ﹤0.01%
133
2729
$12K ﹤0.01%
538
+400
2730
$12K ﹤0.01%
213
-119
2731
$12K ﹤0.01%
258
2732
$12K ﹤0.01%
662
+476
2733
$12K ﹤0.01%
97
-41
2734
$12K ﹤0.01%
1,613
-623
2735
$12K ﹤0.01%
188
-258
2736
$12K ﹤0.01%
242
+104
2737
$12K ﹤0.01%
168
-2,413
2738
$12K ﹤0.01%
558
+183
2739
$12K ﹤0.01%
96
-37
2740
$12K ﹤0.01%
897
-805
2741
$12K ﹤0.01%
500
2742
$12K ﹤0.01%
268
+188
2743
$12K ﹤0.01%
1,643
-795
2744
$12K ﹤0.01%
1,000
2745
$12K ﹤0.01%
194
-116
2746
$12K ﹤0.01%
332
2747
$12K ﹤0.01%
222
+72
2748
$12K ﹤0.01%
491
-667
2749
$12K ﹤0.01%
605
+100
2750
$12K ﹤0.01%
165
+11
108 109
110
111 112