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
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
576
$625K 0.03%
23,173
-3,422
577
$624K 0.03%
8,480
-340
578
$623K 0.03%
28,306
+7,836
579
$620K 0.03%
22,235
+1,169
580
$618K 0.03%
3,907
-539
581
$617K 0.03%
4,622
+412
582
$615K 0.03%
7,535
+7,529
583
$613K 0.03%
26,635
+25,263
584
$613K 0.03%
7,426
+6,555
585
$607K 0.03%
25,116
+4,913
586
$606K 0.03%
12,480
-1,800
587
$604K 0.03%
2,223
-628
588
$603K 0.03%
6,387
-411
589
$602K 0.03%
11,925
-7,550
590
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15,640
+8,045
591
$598K 0.03%
3,110
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592
$593K 0.02%
4,281
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593
$593K 0.02%
4,857
-870
594
$591K 0.02%
18,070
-18,464
595
$590K 0.02%
14,263
+320
596
$589K 0.02%
12,944
-3,402
597
$586K 0.02%
4,363
+1,046
598
$583K 0.02%
+11,632
599
$578K 0.02%
25,296
+4,116
600
$578K 0.02%
15,503
+9,517
22 23
24
25 26