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
3376
$4K ﹤0.01%
64
+58
3377
$4K ﹤0.01%
111
-6
3378
$4K ﹤0.01%
280
+155
3379
$4K ﹤0.01%
78
3380
$4K ﹤0.01%
153
3381
$4K ﹤0.01%
+2
3382
$4K ﹤0.01%
+175
3383
$4K ﹤0.01%
590
-330
3384
$4K ﹤0.01%
264
3385
$4K ﹤0.01%
+2,000
3386
$4K ﹤0.01%
100
-164
3387
$4K ﹤0.01%
199
+4
3388
$4K ﹤0.01%
272
3389
$3K ﹤0.01%
100
-104
3390
$3K ﹤0.01%
150
-1,228
3391
$3K ﹤0.01%
52
-680
3392
$3K ﹤0.01%
+33
3393
$3K ﹤0.01%
+2,000
3394
$3K ﹤0.01%
241
3395
$3K ﹤0.01%
101
-76
3396
$3K ﹤0.01%
+450
3397
$3K ﹤0.01%
123
3398
$3K ﹤0.01%
19
-10
3399
– –
-1
3400
$3K ﹤0.01%
+85
134 135
136
137 138