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
2801
$11K ﹤0.01%
+300
2802
$11K ﹤0.01%
+134
2803
$11K ﹤0.01%
156
+106
2804
$11K ﹤0.01%
380
2805
$11K ﹤0.01%
240
2806
$11K ﹤0.01%
417
+96
2807
$11K ﹤0.01%
100
2808
$11K ﹤0.01%
321
+23
2809
$11K ﹤0.01%
192
+150
2810
$11K ﹤0.01%
357
2811
$11K ﹤0.01%
1,303
+80
2812
$11K ﹤0.01%
401
-32
2813
$11K ﹤0.01%
150
+50
2814
$11K ﹤0.01%
1,831
+170
2815
$11K ﹤0.01%
+200
2816
$11K ﹤0.01%
216
+99
2817
$11K ﹤0.01%
214
-5
2818
$11K ﹤0.01%
137
-996
2819
$11K ﹤0.01%
+1,000
2820
$11K ﹤0.01%
476
+92
2821
$11K ﹤0.01%
6,200
+1,380
2822
$11K ﹤0.01%
321
-1,398
2823
$11K ﹤0.01%
857
+374
2824
$11K ﹤0.01%
553
2825
$11K ﹤0.01%
500
111 112
113
114 115