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
3551
$2K ﹤0.01%
+105
3552
$2K ﹤0.01%
254
3553
$2K ﹤0.01%
62
3554
$2K ﹤0.01%
25
-219
3555
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135
-128
3556
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3557
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100
3558
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+40
3559
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100
3560
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75
-50
3561
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+266
3562
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70
-500
3563
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181
3564
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50
3565
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29
3566
$2K ﹤0.01%
691
-486
3567
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59
-15
3568
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+82
3569
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120
+8
3570
$2K ﹤0.01%
41
+5
3571
$2K ﹤0.01%
67
-3
3572
$2K ﹤0.01%
68
-64
3573
$2K ﹤0.01%
184
-22
3574
$2K ﹤0.01%
143
3575
$2K ﹤0.01%
3,000
141 142
143
144 145