IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
State Street 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
4126
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-10
4127
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-42,786
4128
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4129
$0 ﹤0.01%
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4132
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-733
4133
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4134
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7
4135
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-150
4136
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4137
$0 ﹤0.01%
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4138
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4139
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4140
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4141
$0 ﹤0.01%
16
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4142
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4143
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4144
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4145
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4146
$0 ﹤0.01%
9
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4148
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4149
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4150
$0 ﹤0.01%
+2
164 165
166
167 168