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
3076
$7K ﹤0.01%
465
3077
$7K ﹤0.01%
130
-1,398
3078
$7K ﹤0.01%
800
-8,150
3079
$7K ﹤0.01%
+300
3080
$7K ﹤0.01%
111
+12
3081
$7K ﹤0.01%
+250
3082
$7K ﹤0.01%
1,384
-19
3083
$7K ﹤0.01%
+3,250
3084
$7K ﹤0.01%
249
3085
$7K ﹤0.01%
1,594
-587
3086
$7K ﹤0.01%
1,000
-1,000
3087
$7K ﹤0.01%
115
+2
3088
$7K ﹤0.01%
1
3089
$6K ﹤0.01%
409
3090
$6K ﹤0.01%
+37
3091
$6K ﹤0.01%
137
+50
3092
$6K ﹤0.01%
222
+99
3093
$6K ﹤0.01%
158
-1
3094
$6K ﹤0.01%
122
-150
3095
$6K ﹤0.01%
+134
3096
$6K ﹤0.01%
2,200
3097
$6K ﹤0.01%
200
-150
3098
$6K ﹤0.01%
128
3099
$6K ﹤0.01%
266
-5,484
3100
$6K ﹤0.01%
+60
122 123
124
125 126