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
676
$479K 0.02%
2,875
-1,370
677
$477K 0.02%
2,271
+1,458
678
$476K 0.02%
4,622
-458
679
$471K 0.02%
4,391
+37
680
$471K 0.02%
8,036
-767
681
$471K 0.02%
20,750
-7,335
682
$468K 0.02%
2,365
-437
683
$467K 0.02%
12,541
-2,319
684
$466K 0.02%
18,855
+12,571
685
$466K 0.02%
8,694
-416
686
$462K 0.02%
48,718
+1,589
687
$462K 0.02%
8,329
+4,342
688
$460K 0.02%
2,323
+90
689
$460K 0.02%
20,060
+7,375
690
$459K 0.02%
75,014
+537
691
$457K 0.02%
18,159
+14,743
692
$456K 0.02%
17,446
+638
693
$453K 0.02%
9,654
+507
694
$452K 0.02%
32,737
-1,241
695
$451K 0.02%
21,416
-5,106
696
$450K 0.02%
4,283
+920
697
$449K 0.02%
16,576
+2,737
698
$448K 0.02%
27,207
+1,545
699
$448K 0.02%
8,112
-925
700
$448K 0.02%
15,494
+5,817
26 27
28
29 30