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
1201
$156K 0.01%
1,180
-271
1202
$156K 0.01%
2,370
+552
1203
$156K 0.01%
3,876
-1,441
1204
$156K 0.01%
1,063
+211
1205
$156K 0.01%
2,986
+629
1206
$156K 0.01%
4,489
+3,266
1207
$156K 0.01%
5,900
+2,000
1208
$155K 0.01%
1,637
+1,299
1209
$155K 0.01%
6,615
+1,722
1210
$155K 0.01%
3,150
-1,240
1211
$155K 0.01%
12,600
+900
1212
$155K 0.01%
2,989
-136
1213
$155K 0.01%
13,125
+451
1214
$154K 0.01%
7,119
+4,323
1215
$154K 0.01%
12,920
-1,092
1216
$154K 0.01%
8,362
+45
1217
$154K 0.01%
5,027
+2,976
1218
$154K 0.01%
1,329
-569
1219
$154K 0.01%
8,047
+1,407
1220
$153K 0.01%
8,588
+542
1221
$152K 0.01%
1,716
+165
1222
$152K 0.01%
+8,893
1223
$152K 0.01%
5,880
+3,751
1224
$151K 0.01%
980
-18
1225
$151K 0.01%
4,287
+314
47 48
49
50 51