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
3626
$2K ﹤0.01%
216
3627
$2K ﹤0.01%
152
-131
3628
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3629
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3630
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+25
3631
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3632
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3633
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420
+29
3634
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3635
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500
3636
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3637
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300
3638
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3639
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264
+98
3640
$1K ﹤0.01%
14
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3641
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3644
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3645
$1K ﹤0.01%
19
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3646
$1K ﹤0.01%
+27
3647
$1K ﹤0.01%
6
-8
3648
$1K ﹤0.01%
30
-425
3649
$1K ﹤0.01%
49
-210
3650
$1K ﹤0.01%
15
144 145
146
147 148