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
1601
$81K ﹤0.01%
1,100
+800
1602
$80K ﹤0.01%
2,637
-592
1603
$80K ﹤0.01%
1,268
-806
1604
$80K ﹤0.01%
1,808
-292
1605
$80K ﹤0.01%
3,402
-23
1606
$80K ﹤0.01%
8,936
+1,882
1607
$80K ﹤0.01%
2,204
+9
1608
$79K ﹤0.01%
1,762
-148
1609
$79K ﹤0.01%
3,682
-88
1610
$79K ﹤0.01%
1,405
-249
1611
$79K ﹤0.01%
285
-3
1612
$79K ﹤0.01%
3,015
+2,347
1613
$79K ﹤0.01%
2,187
-288
1614
$79K ﹤0.01%
+2,951
1615
$79K ﹤0.01%
3,236
+96
1616
$79K ﹤0.01%
5,502
-1,484
1617
$78K ﹤0.01%
2,017
1618
$78K ﹤0.01%
1,015
-85
1619
$78K ﹤0.01%
855
+399
1620
$78K ﹤0.01%
339
-126
1621
$78K ﹤0.01%
3,738
+2,264
1622
$78K ﹤0.01%
8,000
-1,000
1623
$78K ﹤0.01%
1,227
+290
1624
$78K ﹤0.01%
2,065
1625
$78K ﹤0.01%
2,915
+90
63 64
65
66 67