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
4226
– –
-152
4227
– –
-7,074
4228
$0 ﹤0.01%
1
-9
4229
$0 ﹤0.01%
10
-40
4230
– –
-2
4231
– –
-2
4232
– –
-2,100
4233
$0 ﹤0.01%
+3
4234
– –
-333
4235
– –
-241
4236
– –
-241
4237
$0 ﹤0.01%
8
4238
– –
-546
4239
– –
-2,320
4240
– –
-1,600
4241
– –
-305
4242
– –
-389
4243
– –
-287
4244
– –
-10
4245
$0 ﹤0.01%
6
4246
– –
0
4247
– –
-110
4248
– –
-213
4249
– –
-5,650
4250
– –
-45
168 169
170
171 172