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
501
$768K 0.03%
16,202
+923
502
$768K 0.03%
27,479
+3,720
503
$767K 0.03%
12,974
+2,288
504
$760K 0.03%
13,433
+1,529
505
$759K 0.03%
30,355
-1,270
506
$751K 0.03%
8,866
-42
507
$751K 0.03%
49,115
+3,525
508
$750K 0.03%
+15,346
509
$750K 0.03%
15,014
+3,144
510
$749K 0.03%
9,465
+199
511
$745K 0.03%
6,213
+770
512
$745K 0.03%
20,693
+8,761
513
$745K 0.03%
12,835
+724
514
$742K 0.03%
15,016
+6,212
515
$738K 0.03%
20,125
+437
516
$737K 0.03%
11,298
+2,787
517
$737K 0.03%
3,155
-4,588
518
$737K 0.03%
3,501
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519
$734K 0.03%
34,970
-6,339
520
$733K 0.03%
4,967
+3,285
521
$732K 0.03%
11,737
+1,771
522
$732K 0.03%
11,667
+3,494
523
$731K 0.03%
+14,875
524
$723K 0.03%
24,146
+12,221
525
$723K 0.03%
6,728
+688
19 20
21
22 23