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
951
$249K 0.01%
6,125
+1,589
952
$249K 0.01%
10,259
-529
953
$248K 0.01%
5,444
+1,548
954
$248K 0.01%
4,145
-13,789
955
$248K 0.01%
3,028
+1,021
956
$247K 0.01%
19,503
+3,362
957
$246K 0.01%
14,164
+10
958
$244K 0.01%
4,509
+990
959
$243K 0.01%
4,215
-99
960
$243K 0.01%
2,413
-393
961
$243K 0.01%
7,929
+4,086
962
$243K 0.01%
5,700
+5,440
963
$242K 0.01%
5,451
-970
964
$241K 0.01%
1,725
-499
965
$241K 0.01%
11,088
-4,525
966
$241K 0.01%
42,053
+1,807
967
$241K 0.01%
6,815
+8
968
$241K 0.01%
10,625
-5,639
969
$240K 0.01%
17,386
+5,164
970
$240K 0.01%
+4,838
971
$239K 0.01%
6,535
-1,340
972
$239K 0.01%
11,023
+6,000
973
$238K 0.01%
1,799
-282
974
$238K 0.01%
9,753
-2,614
975
$238K 0.01%
4,472
+177
37 38
39
40 41