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
1426
$108K ﹤0.01%
5,673
-44
1427
$108K ﹤0.01%
778
+163
1428
$107K ﹤0.01%
3,539
+30
1429
$107K ﹤0.01%
+6,390
1430
$107K ﹤0.01%
6,328
-368
1431
$107K ﹤0.01%
5,430
+5,261
1432
$106K ﹤0.01%
2,878
-170
1433
$106K ﹤0.01%
308
+57
1434
$106K ﹤0.01%
9,500
1435
$106K ﹤0.01%
1,038
+228
1436
$105K ﹤0.01%
4,464
+2,147
1437
$105K ﹤0.01%
2,685
-812
1438
$105K ﹤0.01%
2,545
+639
1439
$105K ﹤0.01%
1,116
-799
1440
$105K ﹤0.01%
3,949
+3
1441
$105K ﹤0.01%
10,802
+307
1442
$104K ﹤0.01%
7,995
1443
$104K ﹤0.01%
6,425
-333
1444
$104K ﹤0.01%
1,105
+601
1445
$104K ﹤0.01%
5,936
1446
$103K ﹤0.01%
12,218
-12,179
1447
$103K ﹤0.01%
1,035
+6
1448
$103K ﹤0.01%
935
-59
1449
$103K ﹤0.01%
2,472
-936
1450
$103K ﹤0.01%
6,066
-990
56 57
58
59 60