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
2876
$10K ﹤0.01%
185
-1
2877
$10K ﹤0.01%
113
-143
2878
$10K ﹤0.01%
+500
2879
$10K ﹤0.01%
2,500
2880
$10K ﹤0.01%
2,004
+62
2881
$10K ﹤0.01%
568
-263
2882
$10K ﹤0.01%
174
2883
$10K ﹤0.01%
550
2884
$10K ﹤0.01%
+245
2885
$10K ﹤0.01%
215
2886
$10K ﹤0.01%
265
-1,345
2887
$10K ﹤0.01%
450
2888
$10K ﹤0.01%
232
2889
$10K ﹤0.01%
327
-150
2890
$10K ﹤0.01%
+400
2891
$10K ﹤0.01%
1,860
+56
2892
$10K ﹤0.01%
335
2893
$10K ﹤0.01%
+690
2894
$10K ﹤0.01%
+700
2895
$9K ﹤0.01%
2,100
2896
$9K ﹤0.01%
2,974
2897
$9K ﹤0.01%
132
-180
2898
$9K ﹤0.01%
92
-5
2899
$9K ﹤0.01%
700
2900
$9K ﹤0.01%
200
114 115
116
117 118