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
1776
$61K ﹤0.01%
1,624
+280
1777
$61K ﹤0.01%
632
+12
1778
$61K ﹤0.01%
971
+229
1779
$61K ﹤0.01%
1,199
-1,084
1780
$61K ﹤0.01%
1,285
1781
$61K ﹤0.01%
3,000
+2,000
1782
$61K ﹤0.01%
625
+568
1783
$60K ﹤0.01%
+1,235
1784
$60K ﹤0.01%
508
1785
$60K ﹤0.01%
1,438
-1,000
1786
$60K ﹤0.01%
355
+15
1787
$60K ﹤0.01%
5,623
-999
1788
$60K ﹤0.01%
1,734
+116
1789
$60K ﹤0.01%
4,735
+139
1790
$60K ﹤0.01%
+2,200
1791
$60K ﹤0.01%
1,350
-5,829
1792
$59K ﹤0.01%
1,010
-21
1793
$59K ﹤0.01%
956
+800
1794
$59K ﹤0.01%
+3,062
1795
$59K ﹤0.01%
1,284
-283
1796
$59K ﹤0.01%
2,358
-1,196
1797
$59K ﹤0.01%
1,261
+311
1798
$59K ﹤0.01%
1,579
+1,479
1799
$59K ﹤0.01%
+1,200
1800
$59K ﹤0.01%
525
+472
70 71
72
73 74