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
1801
$59K ﹤0.01%
5,883
1802
$59K ﹤0.01%
429
-145
1803
$59K ﹤0.01%
1,205
+607
1804
$59K ﹤0.01%
354
-222
1805
$59K ﹤0.01%
1,135
-28
1806
$59K ﹤0.01%
1,012
-657
1807
$58K ﹤0.01%
1,015
-129
1808
$58K ﹤0.01%
1,441
+809
1809
$58K ﹤0.01%
3,199
+1,357
1810
$58K ﹤0.01%
2,957
-1,079
1811
$58K ﹤0.01%
2,411
+104
1812
$58K ﹤0.01%
365
1813
$58K ﹤0.01%
2,083
1814
$58K ﹤0.01%
2,350
1815
$58K ﹤0.01%
751
+121
1816
$57K ﹤0.01%
1,305
-1,110
1817
$57K ﹤0.01%
4,548
+605
1818
$57K ﹤0.01%
+2,670
1819
$57K ﹤0.01%
1,640
-223
1820
$57K ﹤0.01%
1,083
+200
1821
$57K ﹤0.01%
469
-199
1822
$57K ﹤0.01%
905
-690
1823
$57K ﹤0.01%
3,625
1824
$57K ﹤0.01%
1,360
-185
1825
$57K ﹤0.01%
3,850
71 72
73
74 75