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
701
$446K 0.02%
5,180
+4,730
702
$446K 0.02%
6,531
-877
703
$445K 0.02%
9,042
+7,523
704
$445K 0.02%
6,983
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705
$444K 0.02%
17,000
+7,000
706
$443K 0.02%
14,734
+9,827
707
$443K 0.02%
14,439
-16,266
708
$442K 0.02%
3,068
-418
709
$442K 0.02%
7,658
+6,706
710
$442K 0.02%
13,261
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711
$440K 0.02%
44,044
+6,986
712
$439K 0.02%
6,478
-506
713
$439K 0.02%
6,271
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714
$438K 0.02%
15,510
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715
$438K 0.02%
7,405
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716
$438K 0.02%
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717
$438K 0.02%
18,462
-14,020
718
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6,093
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719
$437K 0.02%
9,528
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720
$436K 0.02%
9,357
+530
721
$432K 0.02%
7,818
+2,260
722
$432K 0.02%
6,775
+5,484
723
$431K 0.02%
36,523
+20,444
724
$431K 0.02%
6,657
-577
725
$430K 0.02%
1,481
-1,787
27 28
29
30 31