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
1626
$78K ﹤0.01%
2,203
-256
1627
$78K ﹤0.01%
20
-5
1628
$77K ﹤0.01%
3,239
+369
1629
$77K ﹤0.01%
3,630
+552
1630
$77K ﹤0.01%
+1,301
1631
$77K ﹤0.01%
600
+118
1632
$77K ﹤0.01%
740
-79
1633
$77K ﹤0.01%
6,330
+1,480
1634
$76K ﹤0.01%
3,447
+184
1635
$76K ﹤0.01%
3,333
+3,203
1636
$76K ﹤0.01%
1,029
+769
1637
$76K ﹤0.01%
357
-323
1638
$76K ﹤0.01%
1,677
+444
1639
$76K ﹤0.01%
2,700
-500
1640
$76K ﹤0.01%
110
+74
1641
$76K ﹤0.01%
3,156
-129
1642
$76K ﹤0.01%
264
+224
1643
$75K ﹤0.01%
6,244
1644
$75K ﹤0.01%
2,602
+1,168
1645
$75K ﹤0.01%
1,800
1646
$75K ﹤0.01%
5,700
-2,900
1647
$75K ﹤0.01%
2,128
+1,282
1648
$75K ﹤0.01%
597
+494
1649
$75K ﹤0.01%
2,302
+1,705
1650
$75K ﹤0.01%
2,583
-190
64 65
66
67 68