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
SPDR 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
101
$5.36M 0.23%
27,283
-532
102
$5.32M 0.22%
179,652
+136,100
103
$5.23M 0.22%
66,142
-1,626
104
$5.18M 0.22%
50,574
+17,830
105
$5.18M 0.22%
873,920
-15,000
106
$5.14M 0.22%
63,108
-20,225
107
$5.13M 0.22%
88,611
+5,234
108
$5.09M 0.21%
53,890
+20,582
109
$5.03M 0.21%
91,791
+9,688
110
$4.86M 0.2%
23,793
+4,699
111
$4.82M 0.2%
35,464
-581
112
$4.79M 0.2%
43,931
+2,237
113
$4.78M 0.2%
231,396
+36,962
114
$4.76M 0.2%
29,932
-5,178
115
$4.73M 0.2%
257,372
+41,816
116
$4.66M 0.2%
41,241
+13,192
117
$4.62M 0.19%
57,030
+3,732
118
$4.61M 0.19%
22,034
-550
119
$4.57M 0.19%
69,214
+11,065
120
$4.57M 0.19%
+95,542
121
$4.5M 0.19%
11,499
+1,955
122
$4.49M 0.19%
32,489
+1,151
123
$4.49M 0.19%
245,112
+76,791
124
$4.45M 0.19%
53,333
+35,077
125
$4.38M 0.18%
125,693
+96,847
3 4
5
6 7