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
276
$1.77M 0.07%
41,354
+26,537
277
$1.76M 0.07%
39,616
-7,420
278
$1.75M 0.07%
22,221
-955
279
$1.74M 0.07%
48,755
-59,105
280
$1.71M 0.07%
33,861
+3,044
281
$1.7M 0.07%
118,387
+13,993
282
$1.7M 0.07%
55,873
+43,692
283
$1.69M 0.07%
12,496
+1,070
284
$1.69M 0.07%
15,236
-6,539
285
$1.67M 0.07%
29,700
+1,290
286
$1.67M 0.07%
15,729
+1,132
287
$1.67M 0.07%
52,095
+1,161
288
$1.67M 0.07%
13,967
-276
289
$1.67M 0.07%
12,260
-4,031
290
$1.65M 0.07%
34,186
+251
291
$1.64M 0.07%
19,254
+2,908
292
$1.64M 0.07%
23,153
-3,668
293
$1.64M 0.07%
23,376
+12,371
294
$1.64M 0.07%
86,023
+37,838
295
$1.64M 0.07%
24,288
+1,047
296
$1.63M 0.07%
35,940
+20,100
297
$1.62M 0.07%
72,115
-6,455
298
$1.61M 0.07%
76,326
+3,735
299
$1.59M 0.07%
30,481
+7,841
300
$1.59M 0.07%
48,378
-5,449
10 11
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