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
3726
$1K ﹤0.01%
122
+82
3727
$1K ﹤0.01%
22
-38
3728
$1K ﹤0.01%
92
3729
$1K ﹤0.01%
5
3730
$1K ﹤0.01%
42
3731
$1K ﹤0.01%
+41
3732
$1K ﹤0.01%
74
+18
3733
$1K ﹤0.01%
67
-1,917
3734
$1K ﹤0.01%
15
3735
$1K ﹤0.01%
100
-393
3736
$1K ﹤0.01%
1
3737
$1K ﹤0.01%
15
3738
$1K ﹤0.01%
+150
3739
$1K ﹤0.01%
+14
3740
$1K ﹤0.01%
69
-19
3741
$1K ﹤0.01%
25
3742
$1K ﹤0.01%
10
-5
3743
$1K ﹤0.01%
144
-1,502
3744
$1K ﹤0.01%
100
3745
$1K ﹤0.01%
570
-3,000
3746
$1K ﹤0.01%
+7
3747
– –
0
3748
$1K ﹤0.01%
52
-568
3749
$1K ﹤0.01%
+36
3750
$1K ﹤0.01%
+68
148 149
150
151 152