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
1651
$75K ﹤0.01%
+8,000
1652
$75K ﹤0.01%
2,595
+2,441
1653
$75K ﹤0.01%
6,106
+5,306
1654
$75K ﹤0.01%
2,593
+1,343
1655
$74K ﹤0.01%
3,200
+2,758
1656
$74K ﹤0.01%
4,473
-944
1657
$74K ﹤0.01%
2,623
+7
1658
$74K ﹤0.01%
1,475
+1,132
1659
$74K ﹤0.01%
1,580
-1,524
1660
$74K ﹤0.01%
2,869
-926
1661
$74K ﹤0.01%
559
+59
1662
$74K ﹤0.01%
8,449
-902
1663
$73K ﹤0.01%
2,455
-159
1664
$73K ﹤0.01%
1,594
-78
1665
$73K ﹤0.01%
12,970
+9,440
1666
$73K ﹤0.01%
2,022
-164
1667
$73K ﹤0.01%
1,678
+78
1668
$73K ﹤0.01%
1,959
+725
1669
$73K ﹤0.01%
1,980
-31
1670
$73K ﹤0.01%
7,422
+221
1671
$73K ﹤0.01%
11,194
+1,294
1672
$72K ﹤0.01%
632
+15
1673
$72K ﹤0.01%
1,851
+1,646
1674
$72K ﹤0.01%
2,597
+441
1675
$72K ﹤0.01%
4,918
-450
65 66
67
68 69