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
3251
$5K ﹤0.01%
745
3252
$5K ﹤0.01%
832
3253
$5K ﹤0.01%
200
3254
$5K ﹤0.01%
75
-125
3255
$5K ﹤0.01%
+168
3256
$5K ﹤0.01%
+200
3257
$5K ﹤0.01%
318
-518
3258
$5K ﹤0.01%
162
3259
$5K ﹤0.01%
165
3260
$5K ﹤0.01%
+132
3261
$5K ﹤0.01%
324
-678
3262
$5K ﹤0.01%
56
-3,006
3263
$5K ﹤0.01%
127
-3,073
3264
$5K ﹤0.01%
80
-12
3265
$5K ﹤0.01%
110
+8
3266
$5K ﹤0.01%
490
+155
3267
$5K ﹤0.01%
168
+59
3268
$5K ﹤0.01%
410
-171
3269
$5K ﹤0.01%
150
3270
$5K ﹤0.01%
28
-40
3271
$5K ﹤0.01%
+136
3272
$5K ﹤0.01%
683
+13
3273
$4K ﹤0.01%
+52
3274
$4K ﹤0.01%
128
+4
3275
$4K ﹤0.01%
159
-3
129 130
131
132 133