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
1226
$151K 0.01%
2,523
+437
1227
$151K 0.01%
1,366
+10
1228
$150K 0.01%
1,106
-103
1229
$150K 0.01%
4,046
-10,690
1230
$150K 0.01%
5,111
+2,540
1231
$150K 0.01%
5,642
-12,972
1232
$149K 0.01%
2,836
-24
1233
$149K 0.01%
3,467
+3,058
1234
$149K 0.01%
6,572
-1,261
1235
$149K 0.01%
5,396
+4,744
1236
$149K 0.01%
2,378
+81
1237
$149K 0.01%
1,379
-9
1238
$149K 0.01%
2,498
+2,487
1239
$148K 0.01%
20,850
+16,850
1240
$148K 0.01%
6,983
1241
$148K 0.01%
2,529
-849
1242
$147K 0.01%
4,340
+328
1243
$147K 0.01%
57,027
+56,932
1244
$146K 0.01%
5,372
+437
1245
$146K 0.01%
7,315
+6,210
1246
$146K 0.01%
1,206
+10
1247
$146K 0.01%
4,955
+2,055
1248
$145K 0.01%
5,467
+3,059
1249
$145K 0.01%
3,340
-1,091
1250
$145K 0.01%
3,180
-2,530
48 49
50
51 52