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
626
$544K 0.02%
21,665
-5,345
627
$541K 0.02%
22,215
-8,060
628
$540K 0.02%
32,302
+31,584
629
$540K 0.02%
11,489
+6,377
630
$537K 0.02%
+22,206
631
$536K 0.02%
10,886
+10,284
632
$535K 0.02%
50,313
+9,114
633
$535K 0.02%
26,179
-3,667
634
$532K 0.02%
5,329
-1,438
635
$531K 0.02%
3,271
+783
636
$529K 0.02%
8,832
+3,936
637
$529K 0.02%
7,811
-1,797
638
$526K 0.02%
4,716
+765
639
$526K 0.02%
11,050
-6,574
640
$526K 0.02%
22,384
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641
$525K 0.02%
22,908
-8,243
642
$521K 0.02%
19,470
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643
$520K 0.02%
11,820
-2,755
644
$519K 0.02%
2,136
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645
$519K 0.02%
12,248
+6,080
646
$517K 0.02%
8,687
+21
647
$516K 0.02%
14,697
+14,043
648
$514K 0.02%
13,223
+2,082
649
$513K 0.02%
3,750
-12,570
650
$512K 0.02%
11,364
-4,821
24 25
26
27 28