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
1126
$176K 0.01%
5,741
1127
$176K 0.01%
4,296
+610
1128
$176K 0.01%
601
+196
1129
$175K 0.01%
9,466
+87
1130
$174K 0.01%
2,287
-163
1131
$174K 0.01%
13,270
+2,600
1132
$174K 0.01%
17,050
+14,312
1133
$174K 0.01%
1,327
+37
1134
$174K 0.01%
14,250
1135
$173K 0.01%
9,314
-458
1136
$173K 0.01%
3,893
-1,878
1137
$173K 0.01%
9,296
+8,106
1138
$172K 0.01%
5,820
-660
1139
$172K 0.01%
1,475
-225
1140
$172K 0.01%
2,129
+226
1141
$172K 0.01%
5,661
+37
1142
$172K 0.01%
+1,021
1143
$171K 0.01%
7,461
-2,037
1144
$171K 0.01%
12,909
-1,350
1145
$171K 0.01%
3,534
+274
1146
$171K 0.01%
10,397
+1,528
1147
$171K 0.01%
5,673
1148
$171K 0.01%
+3,993
1149
$170K 0.01%
+6,975
1150
$170K 0.01%
5,081
+4,063
44 45
46
47 48