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
1076
$193K 0.01%
4,040
+734
1077
$193K 0.01%
9,816
-2,831
1078
$193K 0.01%
14,613
+1,905
1079
$193K 0.01%
13,477
-564
1080
$193K 0.01%
2,560
+332
1081
$192K 0.01%
7,539
1082
$191K 0.01%
15,291
+2,631
1083
$188K 0.01%
10,184
+1,425
1084
$188K 0.01%
8,164
-13,282
1085
$187K 0.01%
11,075
-2,300
1086
$187K 0.01%
1,086
+925
1087
$187K 0.01%
4,183
+2,490
1088
$187K 0.01%
2,840
+976
1089
$187K 0.01%
1,400
-49
1090
$186K 0.01%
2,951
+836
1091
$186K 0.01%
3,522
+3,365
1092
$186K 0.01%
459
-50
1093
$186K 0.01%
1,274
+476
1094
$186K 0.01%
5,240
+1,500
1095
$185K 0.01%
3,521
-5,041
1096
$184K 0.01%
2,333
-307
1097
$184K 0.01%
4,976
+1,025
1098
$184K 0.01%
6,409
+6,327
1099
$184K 0.01%
2,995
+1,597
1100
$183K 0.01%
1,587
-141
42 43
44
45 46