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
SPDR 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
126
$4.35M 0.18%
152,457
+16,236
127
$4.33M 0.18%
183,342
+35,865
128
$4.29M 0.18%
71,477
+70,296
129
$4.24M 0.18%
229,536
+135,377
130
$4.17M 0.18%
38,183
+6,037
131
$4.16M 0.17%
48,913
+9,721
132
$4.14M 0.17%
73,853
+20,856
133
$4.12M 0.17%
140,158
-3,389
134
$4.1M 0.17%
83,963
+3,855
135
$4.1M 0.17%
30,811
+2,295
136
$4.09M 0.17%
51,444
+5,836
137
$4.08M 0.17%
11,507
-441
138
$4.06M 0.17%
73,156
-3,238
139
$3.99M 0.17%
88,716
+16,068
140
$3.99M 0.17%
29,407
+6,194
141
$3.99M 0.17%
36,628
-2,143
142
$3.99M 0.17%
76,916
+16,451
143
$3.95M 0.17%
54,763
+11,499
144
$3.94M 0.17%
32,366
+8,688
145
$3.94M 0.17%
33,182
-1,627
146
$3.94M 0.17%
48,750
-2,890
147
$3.91M 0.16%
84,385
+8,954
148
$3.89M 0.16%
51,172
+2,183
149
$3.84M 0.16%
180,825
+38,604
150
$3.77M 0.16%
52,675
+1,801
4 5
6
7 8