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
1401
$111K ﹤0.01%
5,910
+3,108
1402
$111K ﹤0.01%
4,477
+4,020
1403
$111K ﹤0.01%
3,150
1404
$111K ﹤0.01%
1,960
-666
1405
$111K ﹤0.01%
1,818
+1,724
1406
$111K ﹤0.01%
4,510
+1,186
1407
$111K ﹤0.01%
+7,981
1408
$110K ﹤0.01%
2,700
+280
1409
$110K ﹤0.01%
869
-97
1410
$110K ﹤0.01%
1,743
-100
1411
$110K ﹤0.01%
2,031
-3,465
1412
$110K ﹤0.01%
2,183
+2,131
1413
$109K ﹤0.01%
15,641
-521
1414
$109K ﹤0.01%
977
+62
1415
$109K ﹤0.01%
24,168
+16,026
1416
$109K ﹤0.01%
2,100
+1,461
1417
$109K ﹤0.01%
+1,659
1418
$109K ﹤0.01%
10,640
+9,579
1419
$109K ﹤0.01%
5,382
-1,014
1420
$109K ﹤0.01%
1,322
+770
1421
$108K ﹤0.01%
9,681
-717
1422
$108K ﹤0.01%
3,174
-312
1423
$108K ﹤0.01%
4,388
-65
1424
$108K ﹤0.01%
4,962
-2,248
1425
$108K ﹤0.01%
810
+41
55 56
57
58 59