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
3226
$5K ﹤0.01%
123
3227
$5K ﹤0.01%
130
+30
3228
$5K ﹤0.01%
191
-186
3229
$5K ﹤0.01%
68
3230
$5K ﹤0.01%
310
-490
3231
$5K ﹤0.01%
27
3232
$5K ﹤0.01%
111
+55
3233
$5K ﹤0.01%
906
-1,610
3234
$5K ﹤0.01%
238
-294
3235
$5K ﹤0.01%
21
3236
$5K ﹤0.01%
570
-46
3237
$5K ﹤0.01%
871
-11,912
3238
$5K ﹤0.01%
+86
3239
$5K ﹤0.01%
200
3240
$5K ﹤0.01%
+944
3241
$5K ﹤0.01%
100
3242
$5K ﹤0.01%
392
-794
3243
$5K ﹤0.01%
123
+34
3244
$5K ﹤0.01%
223
-1,300
3245
$5K ﹤0.01%
1,600
-140
3246
$5K ﹤0.01%
297
+3
3247
$5K ﹤0.01%
+300
3248
$5K ﹤0.01%
78
+24
3249
$5K ﹤0.01%
500
3250
$5K ﹤0.01%
447
+3
128 129
130
131 132