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
2751
$12K ﹤0.01%
89
-3
2752
$12K ﹤0.01%
+150
2753
$12K ﹤0.01%
+1
2754
$12K ﹤0.01%
480
-600
2755
$12K ﹤0.01%
3,043
2756
$12K ﹤0.01%
+250
2757
$12K ﹤0.01%
211
+117
2758
$12K ﹤0.01%
26
+16
2759
$12K ﹤0.01%
2,077
+400
2760
$12K ﹤0.01%
76
-87
2761
$12K ﹤0.01%
423
+221
2762
$12K ﹤0.01%
190
+40
2763
$12K ﹤0.01%
774
2764
$12K ﹤0.01%
666
-880
2765
$12K ﹤0.01%
383
-942
2766
$12K ﹤0.01%
1,361
2767
$12K ﹤0.01%
160
+16
2768
$12K ﹤0.01%
168
+14
2769
$12K ﹤0.01%
72
-206
2770
$12K ﹤0.01%
823
-1,850
2771
$11K ﹤0.01%
155
2772
$11K ﹤0.01%
114
2773
$11K ﹤0.01%
385
+285
2774
$11K ﹤0.01%
507
2775
$11K ﹤0.01%
222
+12
109 110
111
112 113