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
751
$399K 0.02%
3,201
-355
752
$397K 0.02%
7,814
+3,529
753
$394K 0.02%
16,484
+15,574
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755
$393K 0.02%
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756
$393K 0.02%
2,517
-267
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$392K 0.02%
22,721
-1,096
758
$392K 0.02%
11,143
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759
$392K 0.02%
14,363
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$391K 0.02%
7,062
-178
761
$391K 0.02%
4,200
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762
$391K 0.02%
9,411
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763
$390K 0.02%
3,959
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764
$390K 0.02%
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765
$388K 0.02%
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766
$388K 0.02%
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$388K 0.02%
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5,358
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769
$382K 0.02%
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$382K 0.02%
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$382K 0.02%
3,500
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772
$380K 0.02%
9,493
-1,658
773
$380K 0.02%
7,180
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774
$378K 0.02%
4,954
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775
$378K 0.02%
15,537
-2,451
29 30
31
32 33