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
1551
$86K ﹤0.01%
1,357
+889
1552
$86K ﹤0.01%
5,021
-2,291
1553
$86K ﹤0.01%
389
-7
1554
$86K ﹤0.01%
3,318
+95
1555
$85K ﹤0.01%
2,521
+195
1556
$85K ﹤0.01%
7,700
-752
1557
$85K ﹤0.01%
31,727
+6,460
1558
$85K ﹤0.01%
2,297
-444
1559
$85K ﹤0.01%
3,454
+2,780
1560
$85K ﹤0.01%
543
+538
1561
$85K ﹤0.01%
2,264
+2,134
1562
$85K ﹤0.01%
1,535
+35
1563
$84K ﹤0.01%
669
+323
1564
$84K ﹤0.01%
100
+41
1565
$84K ﹤0.01%
6,263
-894
1566
$84K ﹤0.01%
1,996
-227
1567
$84K ﹤0.01%
2,728
+1,152
1568
$84K ﹤0.01%
2,425
-950
1569
$84K ﹤0.01%
6,545
+228
1570
$84K ﹤0.01%
1,392
-15
1571
$83K ﹤0.01%
1,949
+1,122
1572
$83K ﹤0.01%
1,268
-127
1573
$83K ﹤0.01%
627
+201
1574
$83K ﹤0.01%
1,484
-244
1575
$83K ﹤0.01%
1,137
-777
61 62
63
64 65