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
876
$299K 0.01%
+14,240
877
$298K 0.01%
10,932
-3,049
878
$298K 0.01%
24,098
+2,194
879
$297K 0.01%
7,233
-1,012
880
$297K 0.01%
19,295
-1,040
881
$297K 0.01%
10,324
+8,822
882
$295K 0.01%
5,578
-10,436
883
$295K 0.01%
1,892
-11
884
$294K 0.01%
8,380
-856
885
$294K 0.01%
9,836
-17,728
886
$294K 0.01%
7,173
+4,932
887
$294K 0.01%
5,652
-117
888
$293K 0.01%
8,953
+339
889
$293K 0.01%
13,929
+4,014
890
$293K 0.01%
3,494
+2,482
891
$291K 0.01%
24,156
-6,820
892
$291K 0.01%
12,183
+6,513
893
$288K 0.01%
22,164
+4,030
894
$288K 0.01%
38,206
+6,132
895
$287K 0.01%
21,378
-129
896
$287K 0.01%
12,607
+1,102
897
$287K 0.01%
3,007
-4
898
$287K 0.01%
4,683
+3,022
899
$285K 0.01%
6,552
+428
900
$282K 0.01%
7,328
-641
34 35
36
37 38