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
1726
$66K ﹤0.01%
2,200
+700
1727
$66K ﹤0.01%
753
+74
1728
$66K ﹤0.01%
1,960
-75
1729
$66K ﹤0.01%
+984
1730
$66K ﹤0.01%
1,808
+538
1731
$66K ﹤0.01%
16,500
+14,400
1732
$65K ﹤0.01%
11,265
1733
$65K ﹤0.01%
887
+27
1734
$65K ﹤0.01%
722
-158
1735
$65K ﹤0.01%
2,800
1736
$65K ﹤0.01%
1,814
-47
1737
$65K ﹤0.01%
3,380
1738
$65K ﹤0.01%
664
+71
1739
$64K ﹤0.01%
1,664
-2
1740
$64K ﹤0.01%
3,408
1741
$64K ﹤0.01%
1,177
+31
1742
$64K ﹤0.01%
1,687
-169
1743
$64K ﹤0.01%
1,281
+508
1744
$64K ﹤0.01%
1,311
1745
$64K ﹤0.01%
9,908
-3,995
1746
$64K ﹤0.01%
1,023
+534
1747
$64K ﹤0.01%
977
-217
1748
$64K ﹤0.01%
1,660
+708
1749
$64K ﹤0.01%
1,744
-190
1750
$64K ﹤0.01%
2,540
68 69
70
71 72