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
976
$238K 0.01%
3,378
-1,452
977
$238K 0.01%
6,619
-1,401
978
$237K 0.01%
5,508
-362
979
$237K 0.01%
12,609
+602
980
$237K 0.01%
9,243
+6,430
981
$237K 0.01%
4,371
+3,651
982
$237K 0.01%
7,146
-86
983
$236K 0.01%
1,866
-2,542
984
$236K 0.01%
13,027
-104
985
$235K 0.01%
5,470
+1,803
986
$235K 0.01%
6,852
-300
987
$234K 0.01%
3,238
+2,206
988
$233K 0.01%
5,375
+200
989
$233K 0.01%
24,636
+1,638
990
$232K 0.01%
2,955
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991
$231K 0.01%
9,994
-210
992
$230K 0.01%
5,294
+39
993
$229K 0.01%
6,260
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994
$229K 0.01%
7,163
+4,376
995
$228K 0.01%
7,715
+610
996
$228K 0.01%
3,043
-86
997
$227K 0.01%
2,054
+99
998
$227K 0.01%
10,905
+868
999
$225K 0.01%
7,454
+1,189
1000
$224K 0.01%
23,000
+10,000
38 39
40
41 42