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
1001
$224K 0.01%
696
+2
1002
$223K 0.01%
+3,173
1003
$222K 0.01%
13,824
-4,080
1004
$222K 0.01%
3,044
+1,066
1005
$222K 0.01%
6,642
-1,820
1006
$222K 0.01%
9,317
+3,724
1007
$220K 0.01%
4,431
-2,397
1008
$220K 0.01%
6,352
+214
1009
$220K 0.01%
5,617
+297
1010
$220K 0.01%
10,360
-2,100
1011
$219K 0.01%
22,670
+8,370
1012
$219K 0.01%
2,363
+319
1013
$219K 0.01%
797
+116
1014
$218K 0.01%
3,806
+2,739
1015
$218K 0.01%
4,433
+15
1016
$218K 0.01%
3,300
-6,014
1017
$218K 0.01%
7,167
-171
1018
$218K 0.01%
+4,500
1019
$217K 0.01%
5,672
-101
1020
$217K 0.01%
20,860
+3,850
1021
$215K 0.01%
2,691
-55
1022
$215K 0.01%
6,371
-10,198
1023
$215K 0.01%
4,283
-2,562
1024
$214K 0.01%
4,003
-5,997
1025
$213K 0.01%
2,174
+1,463
39 40
41
42 43