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
3576
$2K ﹤0.01%
34
-50
3577
$2K ﹤0.01%
31
3578
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45
3579
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82
+52
3580
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69
+52
3581
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104
3582
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24
-535
3583
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1
3584
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1
3585
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120
+110
3586
$2K ﹤0.01%
200
3587
$2K ﹤0.01%
4
+3
3588
$2K ﹤0.01%
25
-3
3589
$2K ﹤0.01%
+207
3590
$2K ﹤0.01%
440
-550
3591
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+55
3592
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135
+76
3593
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200
3594
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35
3595
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100
-31
3596
$2K ﹤0.01%
72
+52
3597
$2K ﹤0.01%
2,417
3598
$2K ﹤0.01%
1,014
-490
3599
$2K ﹤0.01%
100
3600
$2K ﹤0.01%
76
142 143
144
145 146