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
3401
$3K ﹤0.01%
200
3402
$3K ﹤0.01%
625
3403
$3K ﹤0.01%
+79
3404
$3K ﹤0.01%
100
-600
3405
$3K ﹤0.01%
+86
3406
$3K ﹤0.01%
101
-79
3407
$3K ﹤0.01%
26
3408
$3K ﹤0.01%
135
3409
$3K ﹤0.01%
+100
3410
$3K ﹤0.01%
914
+100
3411
$3K ﹤0.01%
+240
3412
$3K ﹤0.01%
6,527
+27
3413
$3K ﹤0.01%
251
3414
$3K ﹤0.01%
60
3415
$3K ﹤0.01%
64
+22
3416
$3K ﹤0.01%
+162
3417
$3K ﹤0.01%
+22
3418
$3K ﹤0.01%
100
3419
$3K ﹤0.01%
83
-204
3420
$3K ﹤0.01%
51
+28
3421
$3K ﹤0.01%
500
3422
$3K ﹤0.01%
174
+153
3423
$3K ﹤0.01%
177
-494
3424
$3K ﹤0.01%
386
3425
$3K ﹤0.01%
224
135 136
137
138 139