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
801
$358K 0.02%
20,317
-14,556
802
$356K 0.02%
11,157
+10,820
803
$356K 0.02%
2,761
-796
804
$355K 0.01%
21,251
-538
805
$355K 0.01%
6,956
-3,024
806
$354K 0.01%
6,501
-288
807
$354K 0.01%
5,604
-175
808
$353K 0.01%
14,493
-2,289
809
$352K 0.01%
31,214
+12,517
810
$351K 0.01%
+25,060
811
$351K 0.01%
5,179
-928
812
$351K 0.01%
37,780
+1,319
813
$351K 0.01%
1,179
+79
814
$351K 0.01%
2,514
+1,600
815
$351K 0.01%
5,255
+2,683
816
$350K 0.01%
3,129
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817
$349K 0.01%
18,723
-5,779
818
$348K 0.01%
40,300
+28,900
819
$348K 0.01%
20,900
-8,060
820
$348K 0.01%
5,048
+1,735
821
$345K 0.01%
69,316
+22,901
822
$345K 0.01%
+11,490
823
$345K 0.01%
3,943
+375
824
$344K 0.01%
13,784
+1,587
825
$340K 0.01%
5,388
-1,354
31 32
33
34 35