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
1676
$72K ﹤0.01%
1,926
-711
1677
$72K ﹤0.01%
9,781
-425
1678
$72K ﹤0.01%
1,335
+795
1679
$72K ﹤0.01%
7,395
+2,675
1680
$72K ﹤0.01%
3,321
1681
$72K ﹤0.01%
+800
1682
$72K ﹤0.01%
2,943
+108
1683
$71K ﹤0.01%
1,548
+538
1684
$71K ﹤0.01%
1,750
1685
$71K ﹤0.01%
3,491
1686
$71K ﹤0.01%
5,423
-241
1687
$71K ﹤0.01%
1,507
1688
$71K ﹤0.01%
1,627
+142
1689
$71K ﹤0.01%
633
+2
1690
$71K ﹤0.01%
1,598
+868
1691
$71K ﹤0.01%
1,675
+1,025
1692
$71K ﹤0.01%
+840
1693
$71K ﹤0.01%
+3,393
1694
$70K ﹤0.01%
682
-69
1695
$70K ﹤0.01%
1,660
-203
1696
$70K ﹤0.01%
3,505
+32
1697
$70K ﹤0.01%
5,523
+1,358
1698
$70K ﹤0.01%
1,777
-1,010
1699
$70K ﹤0.01%
+2,500
1700
$70K ﹤0.01%
794
-33
66 67
68
69 70