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
1376
$117K ﹤0.01%
7,315
+5,650
1377
$117K ﹤0.01%
8,580
+5,817
1378
$116K ﹤0.01%
1,183
+54
1379
$116K ﹤0.01%
+6,472
1380
$116K ﹤0.01%
8,506
-1,809
1381
$116K ﹤0.01%
2,710
+497
1382
$115K ﹤0.01%
1,606
+491
1383
$115K ﹤0.01%
2,857
+76
1384
$115K ﹤0.01%
534
-195
1385
$114K ﹤0.01%
3,980
-10,222
1386
$114K ﹤0.01%
4,969
+890
1387
$114K ﹤0.01%
1,465
-1,208
1388
$114K ﹤0.01%
7,458
-3,346
1389
$113K ﹤0.01%
4,831
-3,953
1390
$113K ﹤0.01%
781
+41
1391
$113K ﹤0.01%
1,733
+1,252
1392
$112K ﹤0.01%
2,440
-343
1393
$112K ﹤0.01%
2,937
+2,809
1394
$112K ﹤0.01%
3,443
-403
1395
$112K ﹤0.01%
3,202
+10
1396
$112K ﹤0.01%
1,471
-824
1397
$112K ﹤0.01%
7,073
+1,174
1398
$112K ﹤0.01%
1,941
-789
1399
$112K ﹤0.01%
5,625
+817
1400
$111K ﹤0.01%
+9,100
54 55
56
57 58