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
376
$1.16M 0.05%
39,219
-5,755
377
$1.16M 0.05%
18,506
+1,956
378
$1.16M 0.05%
8,663
+3,168
379
$1.16M 0.05%
17,006
-1,163
380
$1.16M 0.05%
26,550
-12,671
381
$1.16M 0.05%
47,217
+3,744
382
$1.15M 0.05%
24,178
-3,862
383
$1.15M 0.05%
4,820
-741
384
$1.15M 0.05%
7,602
+897
385
$1.14M 0.05%
41,718
-2,499
386
$1.13M 0.05%
6,083
+144
387
$1.13M 0.05%
35,984
-14,943
388
$1.13M 0.05%
5,138
-1,454
389
$1.12M 0.05%
44,815
+43,295
390
$1.11M 0.05%
33,303
+8,271
391
$1.11M 0.05%
17,532
+2,136
392
$1.11M 0.05%
16,215
+652
393
$1.1M 0.05%
19,553
+3,953
394
$1.1M 0.05%
10,439
-263
395
$1.09M 0.05%
37,120
-20,510
396
$1.09M 0.05%
7,802
+1,103
397
$1.09M 0.05%
29,093
+26,808
398
$1.07M 0.05%
27,894
+3,247
399
$1.07M 0.05%
17,649
+1,790
400
$1.06M 0.04%
9,177
-889
14 15
16
17 18