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
1026
$212K 0.01%
7,392
-2,166
1027
$212K 0.01%
4,547
-32,788
1028
$212K 0.01%
1,579
+491
1029
$211K 0.01%
3,984
+1,297
1030
$211K 0.01%
1,136
-413
1031
$211K 0.01%
20,575
-5,730
1032
$211K 0.01%
7,683
+3,869
1033
$210K 0.01%
3,576
+1,696
1034
$209K 0.01%
2,537
+22
1035
$209K 0.01%
8,169
+479
1036
$209K 0.01%
5,904
-4,110
1037
$208K 0.01%
22,351
+1,086
1038
$208K 0.01%
3,474
-1,026
1039
$207K 0.01%
6,453
-3,031
1040
$206K 0.01%
165
+15
1041
$206K 0.01%
4,168
+241
1042
$206K 0.01%
21,558
+29
1043
$206K 0.01%
1,985
+62
1044
$206K 0.01%
1,090
+136
1045
$205K 0.01%
15,722
+1,523
1046
$204K 0.01%
4,436
+2,403
1047
$204K 0.01%
6,843
-4,356
1048
$204K 0.01%
3,279
+3,229
1049
$204K 0.01%
3,892
+2,251
1050
$204K 0.01%
3,415
-176
40 41
42
43 44