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
451
$897K 0.04%
11,754
-1,456
452
$895K 0.04%
11,437
-1,263
453
$892K 0.04%
20,161
+1,911
454
$890K 0.04%
14,446
-16,301
455
$888K 0.04%
7,402
-2,962
456
$880K 0.04%
+55,795
457
$876K 0.04%
11,800
-3,135
458
$872K 0.04%
12,593
-169
459
$871K 0.04%
60,024
+8,887
460
$865K 0.04%
10,421
-5,714
461
$865K 0.04%
17,832
+10,304
462
$862K 0.04%
19,793
+11,572
463
$859K 0.04%
23,098
-309
464
$851K 0.04%
11,388
+3,986
465
$850K 0.04%
18,148
+625
466
$839K 0.04%
6,740
+1,076
467
$835K 0.04%
27,170
+22,817
468
$829K 0.03%
14,743
-328
469
$827K 0.03%
17,494
+6,504
470
$825K 0.03%
7,854
+441
471
$823K 0.03%
4,773
+1,844
472
$819K 0.03%
46,345
-3,398
473
$816K 0.03%
7,432
-3,681
474
$815K 0.03%
+16,536
475
$814K 0.03%
39,415
+5,322
17 18
19
20 21