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
1251
$145K 0.01%
1,377
+821
1252
$145K 0.01%
13,001
-1,311
1253
$145K 0.01%
3,443
-337
1254
$145K 0.01%
6,656
+980
1255
$145K 0.01%
1,248
+905
1256
$145K 0.01%
7,135
+283
1257
$144K 0.01%
2,197
+281
1258
$144K 0.01%
3,270
-424
1259
$144K 0.01%
2,969
-119
1260
$144K 0.01%
8,039
-22,135
1261
$144K 0.01%
2,211
+1,531
1262
$144K 0.01%
5,840
+2,489
1263
$143K 0.01%
3,002
+1,626
1264
$143K 0.01%
10,117
-350
1265
$143K 0.01%
2,716
+680
1266
$143K 0.01%
7,126
-702
1267
$143K 0.01%
14,442
+6,188
1268
$142K 0.01%
4,256
-238
1269
$142K 0.01%
4,114
+3,439
1270
$142K 0.01%
3,492
+142
1271
$142K 0.01%
13,037
+973
1272
$142K 0.01%
3,705
-2,183
1273
$141K 0.01%
9,451
-3,235
1274
$141K 0.01%
1,888
-539
1275
$141K 0.01%
39,839
-16,945
49 50
51
52 53