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
301
$1.58M 0.07%
31,080
+6,931
302
$1.56M 0.07%
70,575
+9,451
303
$1.56M 0.07%
31,714
+20,532
304
$1.56M 0.07%
28,427
-120,859
305
$1.55M 0.07%
32,009
+8,034
306
$1.54M 0.06%
73,758
-6,406
307
$1.54M 0.06%
74,004
+6,067
308
$1.53M 0.06%
10,953
+122
309
$1.53M 0.06%
30,524
-2,839
310
$1.52M 0.06%
17,814
-11,776
311
$1.5M 0.06%
24,453
+4,627
312
$1.5M 0.06%
+33,345
313
$1.49M 0.06%
28,050
-754
314
$1.48M 0.06%
30,222
+22,801
315
$1.47M 0.06%
15,743
-120
316
$1.46M 0.06%
13,547
+1,591
317
$1.44M 0.06%
37,679
+23,564
318
$1.43M 0.06%
17,534
-1,445
319
$1.42M 0.06%
12,599
-1,048
320
$1.41M 0.06%
10,709
-1,318
321
$1.41M 0.06%
38,690
-161
322
$1.41M 0.06%
5
-1
323
$1.4M 0.06%
25,288
+20,727
324
$1.39M 0.06%
5,710
+1,049
325
$1.38M 0.06%
13,773
+13,623
11 12
13
14 15