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
1326
$129K 0.01%
2,564
+1,220
1327
$128K 0.01%
2,395
+55
1328
$128K 0.01%
6,003
+4,774
1329
$128K 0.01%
6,311
-1,694
1330
$128K 0.01%
2,548
-353
1331
$128K 0.01%
6,765
+763
1332
$128K 0.01%
3,630
-26
1333
$127K 0.01%
9,989
-831
1334
$127K 0.01%
1,116
-49
1335
$126K 0.01%
1,372
-227
1336
$126K 0.01%
6,649
-498
1337
$126K 0.01%
3,522
-559
1338
$126K 0.01%
946
-42
1339
$126K 0.01%
3,436
+2,686
1340
$126K 0.01%
+5,242
1341
$126K 0.01%
747
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1342
$125K 0.01%
6,802
-4,531
1343
$125K 0.01%
1,687
-249
1344
$125K 0.01%
+2,192
1345
$125K 0.01%
4,173
-13
1346
$125K 0.01%
3,114
+1,405
1347
$124K 0.01%
1,347
+609
1348
$124K 0.01%
999
-55
1349
$124K 0.01%
3,208
-3,704
1350
$124K 0.01%
2,259
-597
52 53
54
55 56