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
551
$688K 0.03%
18,383
+3,513
552
$686K 0.03%
10,590
-1,762
553
$684K 0.03%
30,127
-227
554
$671K 0.03%
19,745
+8,026
555
$671K 0.03%
11,955
-685
556
$668K 0.03%
2,277
+1,017
557
$668K 0.03%
18,530
+1,005
558
$665K 0.03%
22,782
-6,801
559
$658K 0.03%
8,508
+7,710
560
$656K 0.03%
28,415
+16,499
561
$653K 0.03%
7,852
+3,250
562
$650K 0.03%
6,946
+264
563
$648K 0.03%
16,537
-1,958
564
$647K 0.03%
+26,555
565
$647K 0.03%
9,051
+1,251
566
$646K 0.03%
26,947
+26,883
567
$644K 0.03%
8,718
+1,504
568
$644K 0.03%
10,912
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569
$635K 0.03%
25,275
+1,216
570
$633K 0.03%
22,877
-44,329
571
$631K 0.03%
15,278
+13,242
572
$629K 0.03%
16,408
+688
573
$629K 0.03%
24,897
+21,990
574
$626K 0.03%
5,813
+5,404
575
$626K 0.03%
16,576
+231
21 22
23
24 25