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
601
$578K 0.02%
15,907
+5,676
602
$577K 0.02%
16,859
+8,213
603
$576K 0.02%
21,900
-729
604
$575K 0.02%
10,136
-2,271
605
$571K 0.02%
2,463
+225
606
$570K 0.02%
23,398
+10,224
607
$568K 0.02%
6,950
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608
$566K 0.02%
30,970
+3,520
609
$565K 0.02%
12,969
+987
610
$565K 0.02%
45,961
+45,938
611
$562K 0.02%
32,580
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612
$560K 0.02%
13,347
+6,409
613
$557K 0.02%
15,354
-2,919
614
$557K 0.02%
9,451
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615
$556K 0.02%
9,223
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616
$552K 0.02%
12,856
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617
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618
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10,770
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619
$550K 0.02%
4,929
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620
$548K 0.02%
5,973
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621
$547K 0.02%
9,461
-6,330
622
$547K 0.02%
6,740
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623
$547K 0.02%
19,123
+4,993
624
$546K 0.02%
30,711
+7,448
625
$546K 0.02%
2,676
+308
23 24
25
26 27