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
926
$263K 0.01%
11,537
-140
927
$263K 0.01%
15,220
+8,550
928
$263K 0.01%
9,460
+5,612
929
$263K 0.01%
11,927
+684
930
$262K 0.01%
17,220
+8,183
931
$262K 0.01%
9,564
+9,194
932
$260K 0.01%
10,900
+3,500
933
$259K 0.01%
14,340
-2,175
934
$259K 0.01%
5,994
+3,000
935
$259K 0.01%
3,376
+403
936
$259K 0.01%
1,549
-166
937
$258K 0.01%
2,465
+1,263
938
$258K 0.01%
10,356
-1,352
939
$257K 0.01%
9,245
+2,410
940
$257K 0.01%
1,508
-479
941
$256K 0.01%
5,213
-16,245
942
$256K 0.01%
830
+253
943
$256K 0.01%
17,522
-7,289
944
$254K 0.01%
3,151
-539
945
$253K 0.01%
16,560
-4,440
946
$251K 0.01%
3,427
+2,711
947
$251K 0.01%
9,024
+1,676
948
$250K 0.01%
7,267
-13,816
949
$250K 0.01%
9,126
+4,662
950
$250K 0.01%
1,468
+145
36 37
38
39 40