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
2826
$11K ﹤0.01%
47
-39
2827
$11K ﹤0.01%
98
+84
2828
$10K ﹤0.01%
+1,000
2829
$10K ﹤0.01%
133
-66
2830
$10K ﹤0.01%
400
-136
2831
$10K ﹤0.01%
840
-882
2832
$10K ﹤0.01%
1,392
-468
2833
$10K ﹤0.01%
175
-200
2834
$10K ﹤0.01%
897
+17
2835
$10K ﹤0.01%
723
-208
2836
$10K ﹤0.01%
984
-1,050
2837
$10K ﹤0.01%
519
+318
2838
$10K ﹤0.01%
753
-25
2839
$10K ﹤0.01%
207
+7
2840
$10K ﹤0.01%
+300
2841
$10K ﹤0.01%
410
2842
$10K ﹤0.01%
315
2843
$10K ﹤0.01%
+151
2844
$10K ﹤0.01%
175
-206
2845
$10K ﹤0.01%
155
-3,075
2846
$10K ﹤0.01%
1,207
-991
2847
$10K ﹤0.01%
100
2848
$10K ﹤0.01%
117
+11
2849
$10K ﹤0.01%
749
+377
2850
$10K ﹤0.01%
1,109
+450
112 113
114
115 116