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
1701
$70K ﹤0.01%
935
1702
$70K ﹤0.01%
1,343
+296
1703
$70K ﹤0.01%
896
+829
1704
$69K ﹤0.01%
3,458
+320
1705
$69K ﹤0.01%
1,810
1706
$69K ﹤0.01%
818
+78
1707
$69K ﹤0.01%
817
-654
1708
$69K ﹤0.01%
5,434
-3,656
1709
$69K ﹤0.01%
2,890
+18
1710
$68K ﹤0.01%
1,488
1711
$68K ﹤0.01%
3,295
+440
1712
$68K ﹤0.01%
4,531
1713
$68K ﹤0.01%
3,681
+1,981
1714
$68K ﹤0.01%
2,995
-725
1715
$67K ﹤0.01%
487
+97
1716
$67K ﹤0.01%
1,533
1717
$67K ﹤0.01%
1,097
+397
1718
$67K ﹤0.01%
909
+627
1719
$67K ﹤0.01%
889
-525
1720
$67K ﹤0.01%
1,698
-18
1721
$67K ﹤0.01%
1,031
-200
1722
$67K ﹤0.01%
3,088
-385
1723
$67K ﹤0.01%
3,748
-15,667
1724
$66K ﹤0.01%
610
+337
1725
$66K ﹤0.01%
2,220
-171
67 68
69
70 71