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
1751
$64K ﹤0.01%
3,494
-34,170
1752
$64K ﹤0.01%
1,990
-675
1753
$64K ﹤0.01%
3,992
+3,540
1754
$63K ﹤0.01%
2,537
+239
1755
$63K ﹤0.01%
1,560
-444
1756
$63K ﹤0.01%
4,325
-1,665
1757
$63K ﹤0.01%
1,150
+100
1758
$63K ﹤0.01%
+2,194
1759
$63K ﹤0.01%
2,817
+333
1760
$63K ﹤0.01%
7,561
-1,348
1761
$63K ﹤0.01%
4,994
+273
1762
$63K ﹤0.01%
50
1763
$62K ﹤0.01%
1,151
-474
1764
$62K ﹤0.01%
+750
1765
$62K ﹤0.01%
659
-212
1766
$62K ﹤0.01%
2,869
-776
1767
$62K ﹤0.01%
9,900
-16,900
1768
$62K ﹤0.01%
2,252
+927
1769
$62K ﹤0.01%
1,314
+189
1770
$61K ﹤0.01%
1,350
-2,250
1771
$61K ﹤0.01%
91
-6
1772
$61K ﹤0.01%
4,740
+3,000
1773
$61K ﹤0.01%
1,826
-659
1774
$61K ﹤0.01%
1,603
-2,865
1775
$61K ﹤0.01%
2,267
+750
69 70
71
72 73