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
SPDR 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
151
$3.77M 0.16%
91,864
-15,028
152
$3.75M 0.16%
12,695
+29
153
$3.71M 0.16%
26,172
+5,739
154
$3.69M 0.16%
15,019
-1,962
155
$3.61M 0.15%
69,336
-4,135
156
$3.61M 0.15%
22,071
-1,460
157
$3.61M 0.15%
70,558
+3,759
158
$3.52M 0.15%
52,242
+33,329
159
$3.48M 0.15%
21,154
+196
160
$3.47M 0.15%
54,746
+4,170
161
$3.46M 0.15%
70,121
+16,651
162
$3.46M 0.15%
173,660
-12,578
163
$3.46M 0.15%
34,112
+13,855
164
$3.46M 0.15%
57,545
+27,460
165
$3.41M 0.14%
73,541
+2,626
166
$3.38M 0.14%
205,557
+38,040
167
$3.34M 0.14%
275,870
-6,631
168
$3.33M 0.14%
28,880
-7,479
169
$3.32M 0.14%
34,538
-12,604
170
$3.31M 0.14%
30,077
-4,734
171
$3.31M 0.14%
130,660
+4,194
172
$3.3M 0.14%
50,658
-4,449
173
$3.27M 0.14%
28,463
-11,241
174
$3.25M 0.14%
77,760
+7,640
175
$3.24M 0.14%
49,850
+653
5 6
7
8 9