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
1351
$124K 0.01%
2,749
-577
1352
$124K 0.01%
2,591
+2,493
1353
$123K 0.01%
4,891
-1,032
1354
$123K 0.01%
11,193
-1,723
1355
$123K 0.01%
4,905
+2,516
1356
$123K 0.01%
+2,450
1357
$122K 0.01%
4,548
-21,643
1358
$122K 0.01%
5,519
-16
1359
$122K 0.01%
11,135
1360
$122K 0.01%
1,348
+739
1361
$122K 0.01%
10,362
-254
1362
$122K 0.01%
8,922
+1,500
1363
$121K 0.01%
2,545
+1,966
1364
$120K 0.01%
+2,215
1365
$120K 0.01%
1,212
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1366
$120K 0.01%
698
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1367
$120K 0.01%
10,003
+8,443
1368
$119K 0.01%
3,700
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1369
$119K 0.01%
4,791
-564
1370
$119K 0.01%
2,559
+1,417
1371
$118K 0.01%
1,816
+649
1372
$118K 0.01%
8,218
+535
1373
$118K 0.01%
4,080
+1,301
1374
$118K 0.01%
4,139
-124
1375
$117K ﹤0.01%
1,769
+128
53 54
55
56 57