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
3526
$2K ﹤0.01%
48
-344
3527
$2K ﹤0.01%
+81
3528
$2K ﹤0.01%
73
-74
3529
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32
-54
3530
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+60
3531
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39
3532
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+50
3533
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+20
3534
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109
3535
$2K ﹤0.01%
63
+55
3536
$2K ﹤0.01%
+46
3537
$2K ﹤0.01%
554
-500
3538
$2K ﹤0.01%
+550
3539
$2K ﹤0.01%
86
-36
3540
$2K ﹤0.01%
134
3541
$2K ﹤0.01%
282
-1,174
3542
$2K ﹤0.01%
17
3543
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204
3544
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50
3545
$2K ﹤0.01%
24
-23
3546
$2K ﹤0.01%
+200
3547
$2K ﹤0.01%
85
3548
$2K ﹤0.01%
118
-12
3549
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60
3550
$2K ﹤0.01%
74
140 141
142
143 144