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
2776
$11K ﹤0.01%
323
+151
2777
$11K ﹤0.01%
404
-525
2778
$11K ﹤0.01%
+180
2779
$11K ﹤0.01%
172
2780
$11K ﹤0.01%
538
2781
$11K ﹤0.01%
+300
2782
$11K ﹤0.01%
710
2783
$11K ﹤0.01%
+175
2784
$11K ﹤0.01%
470
+70
2785
$11K ﹤0.01%
229
2786
$11K ﹤0.01%
757
2787
$11K ﹤0.01%
108
2788
$11K ﹤0.01%
143
-2
2789
$11K ﹤0.01%
1,006
+506
2790
$11K ﹤0.01%
2,500
-5,050
2791
$11K ﹤0.01%
+300
2792
$11K ﹤0.01%
1,139
-2,823
2793
$11K ﹤0.01%
575
+5
2794
$11K ﹤0.01%
200
-120
2795
$11K ﹤0.01%
500
-900
2796
$11K ﹤0.01%
136
-5
2797
$11K ﹤0.01%
134
-28
2798
$11K ﹤0.01%
1,478
+200
2799
$11K ﹤0.01%
280
-266
2800
$11K ﹤0.01%
280
110 111
112
113 114