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
1451
$103K ﹤0.01%
2,898
-1,055
1452
$103K ﹤0.01%
1,478
-736
1453
$103K ﹤0.01%
1,453
+271
1454
$103K ﹤0.01%
4,046
-1,996
1455
$103K ﹤0.01%
3,700
+750
1456
$103K ﹤0.01%
4,045
-1,990
1457
$103K ﹤0.01%
920
+597
1458
$102K ﹤0.01%
4,393
+35
1459
$102K ﹤0.01%
639
-806
1460
$102K ﹤0.01%
94
-27
1461
$102K ﹤0.01%
7,280
+867
1462
$101K ﹤0.01%
3,460
-290
1463
$101K ﹤0.01%
3,628
-2,297
1464
$101K ﹤0.01%
4,231
+515
1465
$101K ﹤0.01%
5,780
-1,001
1466
$101K ﹤0.01%
1,081
-70
1467
$100K ﹤0.01%
2,465
+2,336
1468
$100K ﹤0.01%
976
-202
1469
$99K ﹤0.01%
1,270
1470
$99K ﹤0.01%
+3,157
1471
$99K ﹤0.01%
3,219
+16
1472
$99K ﹤0.01%
1,008
+950
1473
$99K ﹤0.01%
1,971
-2,967
1474
$99K ﹤0.01%
2,914
-2,459
1475
$99K ﹤0.01%
4,967
-233
57 58
59
60 61