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
1826
$57K ﹤0.01%
8,920
+5,250
1827
$56K ﹤0.01%
+555
1828
$56K ﹤0.01%
1,012
+396
1829
$56K ﹤0.01%
1,162
-1,500
1830
$56K ﹤0.01%
1,772
-41
1831
$56K ﹤0.01%
1,330
-1,018
1832
$56K ﹤0.01%
3,302
-15,841
1833
$56K ﹤0.01%
4,368
+128
1834
$56K ﹤0.01%
62
-17
1835
$56K ﹤0.01%
7,000
-2,000
1836
$55K ﹤0.01%
460
-718
1837
$55K ﹤0.01%
700
+150
1838
$55K ﹤0.01%
1,039
+181
1839
$55K ﹤0.01%
586
-49
1840
$55K ﹤0.01%
980
-284
1841
$55K ﹤0.01%
2,574
-24
1842
$55K ﹤0.01%
2,130
+155
1843
$55K ﹤0.01%
2,150
1844
$55K ﹤0.01%
1,007
+724
1845
$55K ﹤0.01%
6,531
+112
1846
$54K ﹤0.01%
309
+7
1847
$54K ﹤0.01%
1,933
+1,367
1848
$54K ﹤0.01%
1,603
+204
1849
$54K ﹤0.01%
2,057
+1,556
1850
$54K ﹤0.01%
552
-414
72 73
74
75 76