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
3651
$1K ﹤0.01%
1,689
3652
$1K ﹤0.01%
250
3653
$1K ﹤0.01%
18
3654
$1K ﹤0.01%
8
-15
3655
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+13
3656
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202
3657
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176
3658
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35
3659
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37
-62
3660
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+78
3661
$1K ﹤0.01%
23
3662
$1K ﹤0.01%
500
-1,103
3663
$1K ﹤0.01%
230
3664
$1K ﹤0.01%
+88
3665
$1K ﹤0.01%
+73
3666
$1K ﹤0.01%
201
-557
3667
$1K ﹤0.01%
+56
3668
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+100
3669
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22
-1
3670
$1K ﹤0.01%
108
-178
3671
$1K ﹤0.01%
30
-56
3672
$1K ﹤0.01%
+1
3673
$1K ﹤0.01%
90
-242
3674
$1K ﹤0.01%
53
-1
3675
$1K ﹤0.01%
20
-4
145 146
147
148 149