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
776
$377K 0.02%
9,636
+1,074
777
$376K 0.02%
17,011
+2,200
778
$375K 0.02%
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$375K 0.02%
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$374K 0.02%
14,485
-37,925
781
$372K 0.02%
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782
$372K 0.02%
10,173
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783
$370K 0.02%
8,558
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784
$369K 0.02%
12,946
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785
$368K 0.02%
31,900
-1,200
786
$368K 0.02%
31,166
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787
$368K 0.02%
11,041
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788
$368K 0.02%
11,419
+11,069
789
$367K 0.02%
6,035
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$367K 0.02%
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$367K 0.02%
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795
$362K 0.02%
13,708
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796
$361K 0.02%
7,563
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797
$361K 0.02%
15,760
-1,615
798
$360K 0.02%
5,646
+5,183
799
$359K 0.02%
3,915
-1,493
800
$358K 0.02%
6,696
-594
30 31
32
33 34