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
SPDR 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
51
$9.12M 0.38%
264,827
-6,024
52
$9.07M 0.38%
36,337
-6,798
53
$8.84M 0.37%
66,750
+686
54
$8.67M 0.36%
149,392
+148,974
55
$8.53M 0.36%
122,779
+4,290
56
$8.47M 0.36%
51,745
-896
57
$8.44M 0.36%
104,277
+13,684
58
$8.37M 0.35%
79,816
-3,748
59
$8.31M 0.35%
+152,993
60
$8.3M 0.35%
294,277
+17,270
61
$8.29M 0.35%
192,779
-12,368
62
$8.22M 0.35%
59,705
+11,980
63
$7.85M 0.33%
180,659
+50,685
64
$7.71M 0.32%
295,554
+148,086
65
$7.69M 0.32%
134,403
+12,071
66
$7.58M 0.32%
50,027
+16,667
67
$7.57M 0.32%
74,445
-5,022
68
$7.44M 0.31%
400,355
+267,978
69
$7.37M 0.31%
145,885
-59,397
70
$7.3M 0.31%
46,618
-2,785
71
$7.22M 0.3%
128,548
+48,524
72
$7.19M 0.3%
170,288
-24,989
73
$7.12M 0.3%
85,227
+6,030
74
$7.1M 0.3%
64,756
+29,367
75
$6.87M 0.29%
+439,477
1 2
3
4 5