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
4201
– –
-156
4202
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-133
4203
$0 ﹤0.01%
+2
4204
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-1,000
4205
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4206
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10
4207
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-100
4208
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-7,853
4209
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-107
4210
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0
4211
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4212
$0 ﹤0.01%
2
4213
$0 ﹤0.01%
2
4214
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-7,200
4215
$0 ﹤0.01%
14
4216
– –
-6,678
4217
$0 ﹤0.01%
+1
4218
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-360
4219
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0
4220
– –
-850
4221
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-216
4222
$0 ﹤0.01%
300
4223
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-45
4224
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-64
4225
– –
-1,250
167 168
169
170 171