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
3701
$1K ﹤0.01%
32
3702
$1K ﹤0.01%
+57
3703
$1K ﹤0.01%
80
3704
$1K ﹤0.01%
60
3705
$1K ﹤0.01%
+76
3706
$1K ﹤0.01%
+44
3707
$1K ﹤0.01%
250
3708
$1K ﹤0.01%
+23
3709
$1K ﹤0.01%
20
-400
3710
$1K ﹤0.01%
51
3711
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+42
3712
$1K ﹤0.01%
50
-22
3713
$1K ﹤0.01%
37
-291
3714
$1K ﹤0.01%
+73
3715
$1K ﹤0.01%
36
+14
3716
$1K ﹤0.01%
+1
3717
$1K ﹤0.01%
24
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3718
$1K ﹤0.01%
48
-31
3719
$1K ﹤0.01%
+7
3720
$1K ﹤0.01%
20
3721
$1K ﹤0.01%
200
3722
$1K ﹤0.01%
39
-16
3723
$1K ﹤0.01%
320
+120
3724
$1K ﹤0.01%
15
-741
3725
$1K ﹤0.01%
100
-2,267
147 148
149
150 151