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
3751
$1K ﹤0.01%
600
3752
$1K ﹤0.01%
57
3753
$1K ﹤0.01%
6
3754
$1K ﹤0.01%
47
3755
$1K ﹤0.01%
3
-1,235
3756
$1K ﹤0.01%
32
-288
3757
$1K ﹤0.01%
48
-54
3758
$1K ﹤0.01%
17
3759
$1K ﹤0.01%
+27
3760
$1K ﹤0.01%
12
3761
$1K ﹤0.01%
37
3762
$1K ﹤0.01%
24
+18
3763
$1K ﹤0.01%
32
+10
3764
$1K ﹤0.01%
+37
3765
$1K ﹤0.01%
+77
3766
$1K ﹤0.01%
200
3767
$1K ﹤0.01%
80
3768
$1K ﹤0.01%
35
3769
$1K ﹤0.01%
+218
3770
$1K ﹤0.01%
148
+38
3771
$1K ﹤0.01%
30
-2,244
3772
$1K ﹤0.01%
+50
3773
$1K ﹤0.01%
+6
3774
$1K ﹤0.01%
87
+44
3775
$1K ﹤0.01%
16
149 150
151
152 153