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
1101
$183K 0.01%
3,480
-540
1102
$182K 0.01%
4,296
+237
1103
$181K 0.01%
5,549
-3,388
1104
$181K 0.01%
3,308
+628
1105
$181K 0.01%
3,828
+1,011
1106
$181K 0.01%
6,088
-3,476
1107
$180K 0.01%
5,058
-456
1108
$180K 0.01%
8,182
-1,580
1109
$180K 0.01%
3,462
+1,068
1110
$180K 0.01%
1,059
+345
1111
$179K 0.01%
6,016
+4,892
1112
$179K 0.01%
3,736
+2,670
1113
$179K 0.01%
2,619
-593
1114
$179K 0.01%
935
+520
1115
$179K 0.01%
+1,783
1116
$179K 0.01%
3,868
-24,790
1117
$178K 0.01%
5,237
-300
1118
$178K 0.01%
2,234
-570
1119
$178K 0.01%
3,940
+1,942
1120
$178K 0.01%
2,709
+565
1121
$178K 0.01%
434
+97
1122
$177K 0.01%
1,951
+513
1123
$177K 0.01%
5,078
+3,945
1124
$177K 0.01%
3,762
-35
1125
$177K 0.01%
2,587
+104
43 44
45
46 47