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
476
$811K 0.03%
5,210
+926
477
$811K 0.03%
15,043
-6,954
478
$811K 0.03%
15,932
-45
479
$809K 0.03%
23,665
+312
480
$808K 0.03%
19,090
-551
481
$805K 0.03%
11,077
-2,108
482
$803K 0.03%
33,842
+16,532
483
$802K 0.03%
41,292
-1,516
484
$801K 0.03%
5,875
+252
485
$801K 0.03%
84,536
+27,856
486
$800K 0.03%
38,223
+36,623
487
$798K 0.03%
5,660
-809
488
$790K 0.03%
12,554
+2,901
489
$788K 0.03%
6,544
-1,327
490
$787K 0.03%
17,464
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491
$783K 0.03%
+13,947
492
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12,558
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493
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27,400
+1,718
494
$778K 0.03%
16,207
+1,955
495
$776K 0.03%
21,429
+4,592
496
$775K 0.03%
13,520
+3,034
497
$774K 0.03%
382
+72
498
$771K 0.03%
10,126
+1,144
499
$770K 0.03%
57,668
-10,005
500
$768K 0.03%
21,818
+15,785
18 19
20
21 22