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
1851
$54K ﹤0.01%
+2,004
1852
$54K ﹤0.01%
941
-637
1853
$54K ﹤0.01%
1,092
-120
1854
$54K ﹤0.01%
1,994
+571
1855
$53K ﹤0.01%
964
+100
1856
$53K ﹤0.01%
1,488
+1,275
1857
$53K ﹤0.01%
1,539
+1,438
1858
$53K ﹤0.01%
4,568
1859
$53K ﹤0.01%
2,151
-43
1860
$53K ﹤0.01%
3,420
-2,912
1861
$53K ﹤0.01%
2,084
1862
$52K ﹤0.01%
3,101
+95
1863
$52K ﹤0.01%
2,275
+410
1864
$52K ﹤0.01%
786
+586
1865
$52K ﹤0.01%
1,020
-1,780
1866
$52K ﹤0.01%
8,187
+2,438
1867
$52K ﹤0.01%
1,196
+75
1868
$52K ﹤0.01%
1,495
-25
1869
$52K ﹤0.01%
1,019
+489
1870
$52K ﹤0.01%
431
+64
1871
$51K ﹤0.01%
2,188
+1,478
1872
$51K ﹤0.01%
1,842
-326
1873
$51K ﹤0.01%
1,880
+130
1874
$51K ﹤0.01%
1,852
+12
1875
$51K ﹤0.01%
1,746
+1,518
73 74
75
76 77