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
1051
$204K 0.01%
3,962
+1,836
1052
$203K 0.01%
5,015
+2,253
1053
$202K 0.01%
11,068
+310
1054
$202K 0.01%
5,796
+1,096
1055
$202K 0.01%
2,889
+1,774
1056
$201K 0.01%
2,010
-32
1057
$201K 0.01%
1,902
+444
1058
$201K 0.01%
3,468
-1,090
1059
$200K 0.01%
5,124
1060
$200K 0.01%
8,844
-2,359
1061
$200K 0.01%
6,526
1062
$200K 0.01%
7,739
+3,242
1063
$200K 0.01%
5,759
+2,111
1064
$200K 0.01%
13,768
-217
1065
$199K 0.01%
9,074
+124
1066
$197K 0.01%
2,494
-185
1067
$197K 0.01%
3,057
-339
1068
$196K 0.01%
6,201
1069
$196K 0.01%
6,130
+5,618
1070
$196K 0.01%
14,009
-1,980
1071
$196K 0.01%
4,550
+1,090
1072
$196K 0.01%
4,408
+1,336
1073
$194K 0.01%
2,839
-2,610
1074
$194K 0.01%
7,900
+5,671
1075
$194K 0.01%
5,665
-140
41 42
43
44 45