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
651
$511K 0.02%
5,665
-217
652
$511K 0.02%
26,172
+18,061
653
$510K 0.02%
11,455
+4,011
654
$509K 0.02%
25,195
+7,009
655
$508K 0.02%
17,709
+1,065
656
$508K 0.02%
10,403
+4,764
657
$500K 0.02%
5,859
+291
658
$500K 0.02%
7,948
-175
659
$497K 0.02%
5,445
+505
660
$496K 0.02%
4,054
+630
661
$495K 0.02%
10,506
+3,933
662
$493K 0.02%
27,855
+4,092
663
$493K 0.02%
4,942
+1,920
664
$492K 0.02%
13,051
+9,006
665
$489K 0.02%
8,229
+1,842
666
$485K 0.02%
11,978
-2
667
$483K 0.02%
4,391
+1,758
668
$483K 0.02%
2,635
-1,065
669
$482K 0.02%
12,837
-1,078
670
$482K 0.02%
15,260
-2,242
671
$482K 0.02%
12,727
-246
672
$482K 0.02%
7,386
-21
673
$481K 0.02%
10,199
+886
674
$481K 0.02%
8,279
+269
675
$479K 0.02%
31,009
+2,387
25 26
27
28 29