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
3501
$2K ﹤0.01%
548
+454
3502
$2K ﹤0.01%
+258
3503
$2K ﹤0.01%
200
3504
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+40
3505
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+100
3506
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+816
3507
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101
3508
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3
3509
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90
+10
3510
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+13
3511
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45
3512
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100
-35
3513
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100
3514
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10
3515
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+150
3516
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23
-1,490
3517
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3518
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3519
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100
+38
3520
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118
-48
3521
$2K ﹤0.01%
+1
3522
$2K ﹤0.01%
+35
3523
$2K ﹤0.01%
500
3524
$2K ﹤0.01%
54
-53
3525
$2K ﹤0.01%
+140
139 140
141
142 143