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
726
$430K 0.02%
23,749
-318
727
$429K 0.02%
14,408
+10,083
728
$428K 0.02%
21,390
-2,467
729
$428K 0.02%
6,852
+613
730
$428K 0.02%
7,155
+331
731
$427K 0.02%
4,307
-14
732
$426K 0.02%
32,053
+3,979
733
$424K 0.02%
16,178
-1,229
734
$424K 0.02%
16,004
+144
735
$422K 0.02%
6,318
-3,053
736
$420K 0.02%
8,146
-6,611
737
$419K 0.02%
11,036
-2,307
738
$419K 0.02%
5,746
+4,301
739
$419K 0.02%
5,115
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740
$417K 0.02%
4,648
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741
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13,200
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742
$415K 0.02%
17,047
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743
$413K 0.02%
5,640
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744
$412K 0.02%
11,729
-17,974
745
$411K 0.02%
10,809
+888
746
$408K 0.02%
4,696
+4,501
747
$406K 0.02%
5,541
+765
748
$405K 0.02%
12,096
749
$404K 0.02%
16,670
-5,980
750
$403K 0.02%
9,816
-6,243
28 29
30
31 32