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
3601
$2K ﹤0.01%
619
+519
3602
$2K ﹤0.01%
228
+16
3603
$2K ﹤0.01%
210
3604
$2K ﹤0.01%
70
3605
$2K ﹤0.01%
+245
3606
$2K ﹤0.01%
40
-366
3607
$2K ﹤0.01%
44
-1,188
3608
$2K ﹤0.01%
971
-700
3609
$2K ﹤0.01%
1,500
-100
3610
$2K ﹤0.01%
150
3611
$2K ﹤0.01%
26
3612
$2K ﹤0.01%
40
3613
$2K ﹤0.01%
100
3614
$2K ﹤0.01%
94
3615
$2K ﹤0.01%
1,000
3616
$2K ﹤0.01%
114
+62
3617
$2K ﹤0.01%
+108
3618
$2K ﹤0.01%
+806
3619
$2K ﹤0.01%
294
3620
$2K ﹤0.01%
27
3621
$2K ﹤0.01%
+55
3622
$2K ﹤0.01%
108
+4
3623
$2K ﹤0.01%
144
-461
3624
$2K ﹤0.01%
+100
3625
$2K ﹤0.01%
78
143 144
145
146 147