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
3301
$4K ﹤0.01%
610
3302
$4K ﹤0.01%
245
3303
$4K ﹤0.01%
95
-1,967
3304
$4K ﹤0.01%
624
-4,176
3305
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78
3306
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235
+10
3307
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102
3308
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81
3309
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131
3310
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132
3311
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+380
3312
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161
3313
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68
3314
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198
-63
3315
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100
3316
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3317
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3318
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3319
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+200
3320
$4K ﹤0.01%
2
-15
3321
$4K ﹤0.01%
175
+45
3322
$4K ﹤0.01%
+100
3323
$4K ﹤0.01%
53
-167
3324
$4K ﹤0.01%
300
3325
$4K ﹤0.01%
150
-1,605
131 132
133
134 135