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
901
$282K 0.01%
9,670
+3,139
902
$281K 0.01%
6,013
+1,345
903
$280K 0.01%
794
+769
904
$279K 0.01%
19,200
+700
905
$278K 0.01%
24,500
+14,900
906
$278K 0.01%
4,779
+387
907
$277K 0.01%
9,074
-1,365
908
$276K 0.01%
4,046
+924
909
$274K 0.01%
9,540
-1,596
910
$273K 0.01%
19,320
+3,004
911
$273K 0.01%
4,896
-1,205
912
$272K 0.01%
3,184
+426
913
$272K 0.01%
18,640
+10,270
914
$270K 0.01%
4,271
+38
915
$269K 0.01%
6,699
+340
916
$268K 0.01%
5,844
-136
917
$268K 0.01%
2,768
-2,020
918
$267K 0.01%
41,810
+14,649
919
$267K 0.01%
1,674
+261
920
$267K 0.01%
6,986
+3,637
921
$265K 0.01%
5,634
-649
922
$265K 0.01%
5,788
+1,888
923
$264K 0.01%
6,814
+957
924
$264K 0.01%
4,125
-760
925
$264K 0.01%
25,266
+13,092
35 36
37
38 39