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
1501
$95K ﹤0.01%
4,272
-21,624
1502
$95K ﹤0.01%
2,232
-130
1503
$95K ﹤0.01%
21,000
-5,350
1504
$94K ﹤0.01%
+5,748
1505
$94K ﹤0.01%
2,722
+1,484
1506
$94K ﹤0.01%
7,150
-3,724
1507
$93K ﹤0.01%
1,339
-188
1508
$93K ﹤0.01%
3,026
+1,223
1509
$93K ﹤0.01%
863
+105
1510
$93K ﹤0.01%
2,401
-14
1511
$93K ﹤0.01%
+4,889
1512
$92K ﹤0.01%
2,999
-24,966
1513
$92K ﹤0.01%
1,654
+1,123
1514
$92K ﹤0.01%
38
-53
1515
$91K ﹤0.01%
1,243
+249
1516
$91K ﹤0.01%
4,957
+608
1517
$91K ﹤0.01%
4,847
+382
1518
$91K ﹤0.01%
16,141
-4,159
1519
$91K ﹤0.01%
744
-1,997
1520
$91K ﹤0.01%
554
1521
$91K ﹤0.01%
+3,802
1522
$91K ﹤0.01%
855
+119
1523
$90K ﹤0.01%
1,576
+59
1524
$90K ﹤0.01%
2,712
-636
1525
$90K ﹤0.01%
2,337
+881
59 60
61
62 63