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
SPDR 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
76
$6.67M 0.28%
79,921
+24,446
77
$6.65M 0.28%
58,034
+3,763
78
$6.4M 0.27%
40,625
+3,346
79
$6.4M 0.27%
145,857
-1,560
80
$6.37M 0.27%
128,111
+2,791
81
$6.34M 0.27%
186,214
+29,627
82
$6.32M 0.27%
40,616
-1,249
83
$6.32M 0.27%
88,835
+6,770
84
$6.29M 0.26%
213,586
+30,384
85
$6.29M 0.26%
145,088
+12,286
86
$6.28M 0.26%
207,318
+33,422
87
$6.21M 0.26%
144,305
-34,118
88
$6.19M 0.26%
110,980
-9,640
89
$6.04M 0.25%
+386,714
90
$6.03M 0.25%
24,852
+7,193
91
$6.01M 0.25%
113,275
+41,798
92
$5.97M 0.25%
116,596
+83,581
93
$5.95M 0.25%
114,483
+49,815
94
$5.89M 0.25%
31,731
-6,637
95
$5.87M 0.25%
209,060
+42,551
96
$5.78M 0.24%
62,378
-14,344
97
$5.68M 0.24%
70,539
-14,716
98
$5.59M 0.24%
173,787
+1,335
99
$5.57M 0.23%
71,303
-1,556
100
$5.52M 0.23%
82,462
-108,267
2 3
4
5 6