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
1176
$164K 0.01%
12,844
-2,883
1177
$163K 0.01%
7,061
+5,156
1178
$163K 0.01%
662
-30
1179
$162K 0.01%
5,419
-1,775
1180
$162K 0.01%
1,999
-55
1181
$161K 0.01%
+4,228
1182
$161K 0.01%
13,143
-6,930
1183
$161K 0.01%
1,249
+56
1184
$161K 0.01%
13,139
-3,194
1185
$161K 0.01%
4,181
+409
1186
$160K 0.01%
400
-80
1187
$160K 0.01%
5,781
-8,713
1188
$160K 0.01%
6,935
-1,185
1189
$160K 0.01%
4,105
-24,933
1190
$160K 0.01%
1,243
-101
1191
$159K 0.01%
10,599
-151,669
1192
$159K 0.01%
3,465
+1,127
1193
$158K 0.01%
4,932
+912
1194
$158K 0.01%
13,145
+1,027
1195
$158K 0.01%
5,245
-1,765
1196
$158K 0.01%
+5,208
1197
$157K 0.01%
2,342
-218
1198
$157K 0.01%
1,587
-16,657
1199
$157K 0.01%
2,331
-311
1200
$156K 0.01%
7,446
-968
46 47
48
49 50