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
3426
$3K ﹤0.01%
+166
3427
$3K ﹤0.01%
42
3428
$3K ﹤0.01%
15
3429
$3K ﹤0.01%
200
3430
$3K ﹤0.01%
256
3431
$3K ﹤0.01%
+1,000
3432
$3K ﹤0.01%
198
-31
3433
$3K ﹤0.01%
+87
3434
$3K ﹤0.01%
69
+48
3435
$3K ﹤0.01%
97
-998
3436
$3K ﹤0.01%
266
+104
3437
$3K ﹤0.01%
+200
3438
$3K ﹤0.01%
399
-174
3439
$3K ﹤0.01%
47
+35
3440
$3K ﹤0.01%
175
3441
$3K ﹤0.01%
+50
3442
$3K ﹤0.01%
150
3443
$3K ﹤0.01%
137
3444
$3K ﹤0.01%
21
-69
3445
$3K ﹤0.01%
99
+30
3446
$3K ﹤0.01%
174
3447
$3K ﹤0.01%
50
-387
3448
$3K ﹤0.01%
32
3449
$3K ﹤0.01%
117
-780
3450
$3K ﹤0.01%
34
-57
136 137
138
139 140