IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
State Street 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
526
$721K 0.03%
14,612
-4,876
527
$721K 0.03%
9,336
-385
528
$718K 0.03%
39,247
-4,464
529
$718K 0.03%
22,540
-36,799
530
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-150
531
$713K 0.03%
7,276
-1,021
532
$713K 0.03%
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+8,422
533
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4,760
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534
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9,916
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535
$711K 0.03%
46,104
536
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19,974
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537
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4,946
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538
$706K 0.03%
10,694
+1,809
539
$705K 0.03%
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540
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541
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542
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12,955
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5,130
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24,364
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547
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5,530
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548
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27,797
-125,498
549
$690K 0.03%
6,446
-1,241
550
$688K 0.03%
29,618
+6,341
20 21
22
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