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
351
$1.27M 0.05%
19,694
-1,277
352
$1.25M 0.05%
100,535
+1,830
353
$1.25M 0.05%
18,108
-9,656
354
$1.25M 0.05%
35,317
+30,180
355
$1.25M 0.05%
7,093
+655
356
$1.24M 0.05%
4,406
-134
357
$1.24M 0.05%
47,251
+7,319
358
$1.24M 0.05%
12,714
+5,977
359
$1.24M 0.05%
10,889
+1,941
360
$1.24M 0.05%
15,306
+281
361
$1.24M 0.05%
51,028
+15,155
362
$1.23M 0.05%
30,007
-1,114
363
$1.21M 0.05%
7,984
+736
364
$1.21M 0.05%
11,443
+523
365
$1.21M 0.05%
49,157
+22,074
366
$1.2M 0.05%
67,754
+39,550
367
$1.2M 0.05%
27,865
-764
368
$1.19M 0.05%
7,018
+636
369
$1.19M 0.05%
29,730
+4,354
370
$1.19M 0.05%
53,096
+16,770
371
$1.18M 0.05%
+15,646
372
$1.18M 0.05%
24,638
+3,081
373
$1.17M 0.05%
23,676
+12,299
374
$1.17M 0.05%
29,765
-12,184
375
$1.17M 0.05%
57,922
+56,622
13 14
15
16 17