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
26
$12.4M 0.52%
305,144
+74,536
27
$12.2M 0.51%
100,538
-4,061
28
$12M 0.5%
225,705
+22,103
29
$11.7M 0.49%
300,423
+28,512
30
$11.7M 0.49%
141,206
+12,241
31
$11.6M 0.49%
95,888
+8,955
32
$11.6M 0.49%
230,731
-878
33
$11.5M 0.48%
183,334
-23,401
34
$10.7M 0.45%
97,208
-27,953
35
$10.4M 0.44%
203,438
+63,804
36
$10.3M 0.43%
218,692
+33,368
37
$10.2M 0.43%
2,179,110
+215,509
38
$10.2M 0.43%
384,937
+46,354
39
$10.2M 0.43%
86,314
+5,660
40
$10.1M 0.42%
121,084
-1,764
41
$10.1M 0.42%
29,966
-71
42
$10M 0.42%
266,230
-277
43
$10M 0.42%
79,184
-2,871
44
$9.86M 0.41%
52,835
+4,034
45
$9.81M 0.41%
593,966
+108,602
46
$9.69M 0.41%
184,790
+123,328
47
$9.45M 0.4%
92,746
+18,370
48
$9.38M 0.39%
165,211
-8,200
49
$9.34M 0.39%
165,420
-760
50
$9.14M 0.38%
46,833
-1,257
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