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
1526
$90K ﹤0.01%
1,691
-1,592
1527
$90K ﹤0.01%
1,175
-171
1528
$90K ﹤0.01%
1,044
+131
1529
$90K ﹤0.01%
1,907
+1,672
1530
$89K ﹤0.01%
372
-109
1531
$89K ﹤0.01%
+11,695
1532
$89K ﹤0.01%
3,049
-266
1533
$89K ﹤0.01%
2,115
-1,521
1534
$88K ﹤0.01%
2,061
-2,026
1535
$88K ﹤0.01%
3,018
-1,372
1536
$88K ﹤0.01%
1,242
+292
1537
$88K ﹤0.01%
821
+721
1538
$88K ﹤0.01%
5,355
1539
$87K ﹤0.01%
2,729
+20
1540
$87K ﹤0.01%
3,515
-5,380
1541
$87K ﹤0.01%
400
-62
1542
$87K ﹤0.01%
3,178
-484
1543
$87K ﹤0.01%
7,641
+5,101
1544
$87K ﹤0.01%
4,828
+4,707
1545
$87K ﹤0.01%
1,303
+1,068
1546
$87K ﹤0.01%
5,073
-452
1547
$87K ﹤0.01%
11,180
1548
$87K ﹤0.01%
339
+96
1549
$86K ﹤0.01%
4,525
-3,750
1550
$86K ﹤0.01%
3,031
-3,876
60 61
62
63 64