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
401
$1.06M 0.04%
+3,625
402
$1.06M 0.04%
15,328
+214
403
$1.05M 0.04%
20,797
-1,093
404
$1.05M 0.04%
42,233
+6,165
405
$1.04M 0.04%
14,890
+501
406
$1.04M 0.04%
21,477
+17,369
407
$1.04M 0.04%
26,948
+8
408
$1.04M 0.04%
36,129
+2,252
409
$1.02M 0.04%
69,061
+4,746
410
$1.02M 0.04%
7,653
+1,112
411
$1.01M 0.04%
15,649
+3,326
412
$1.01M 0.04%
23,845
-2,701
413
$1.01M 0.04%
14,699
+1,709
414
$998K 0.04%
2,000
-87
415
$993K 0.04%
14,226
-37,477
416
$992K 0.04%
14,802
-1,059
417
$991K 0.04%
37,279
-927
418
$989K 0.04%
31,894
-4,599
419
$986K 0.04%
61,299
-3,842
420
$977K 0.04%
39,009
+17,670
421
$974K 0.04%
19,679
+711
422
$967K 0.04%
9,715
-37,561
423
$963K 0.04%
11,362
+10,862
424
$961K 0.04%
12,318
-296
425
$950K 0.04%
14,385
+3,083
15 16
17
18 19