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
1576
$83K ﹤0.01%
949
+100
1577
$83K ﹤0.01%
1,647
-208
1578
$83K ﹤0.01%
1,142
-88
1579
$83K ﹤0.01%
1,495
+443
1580
$83K ﹤0.01%
+3,500
1581
$82K ﹤0.01%
5,991
-2,520
1582
$82K ﹤0.01%
7,548
-3,726
1583
$82K ﹤0.01%
6,509
-3,774
1584
$82K ﹤0.01%
1,093
+223
1585
$82K ﹤0.01%
2,341
-323
1586
$82K ﹤0.01%
+1,210
1587
$82K ﹤0.01%
6,915
-233
1588
$82K ﹤0.01%
1,801
1589
$82K ﹤0.01%
1,783
-306
1590
$82K ﹤0.01%
2,741
+1,426
1591
$82K ﹤0.01%
2,456
+1,334
1592
$82K ﹤0.01%
3,093
+19
1593
$81K ﹤0.01%
+4,770
1594
$81K ﹤0.01%
1,286
-183
1595
$81K ﹤0.01%
765
-444
1596
$81K ﹤0.01%
790
+237
1597
$81K ﹤0.01%
110
-3
1598
$81K ﹤0.01%
+3,596
1599
$81K ﹤0.01%
3,383
+96
1600
$81K ﹤0.01%
4,940
-2,246
62 63
64
65 66