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
1876
$51K ﹤0.01%
2,385
-150
1877
$51K ﹤0.01%
948
+411
1878
$51K ﹤0.01%
476
+421
1879
$51K ﹤0.01%
1,306
-1,964
1880
$51K ﹤0.01%
4,400
-919
1881
$51K ﹤0.01%
440
+158
1882
$51K ﹤0.01%
2,100
+50
1883
$50K ﹤0.01%
1,785
-2,055
1884
$50K ﹤0.01%
853
+453
1885
$50K ﹤0.01%
1,444
-244
1886
$50K ﹤0.01%
1,699
-457
1887
$50K ﹤0.01%
2,953
-959
1888
$50K ﹤0.01%
5,740
-573
1889
$50K ﹤0.01%
1,800
1890
$50K ﹤0.01%
3,825
1891
$50K ﹤0.01%
+1,695
1892
$50K ﹤0.01%
308
-449
1893
$50K ﹤0.01%
653
-29
1894
$50K ﹤0.01%
400
+1
1895
$50K ﹤0.01%
2,127
-49
1896
$50K ﹤0.01%
2,173
-665
1897
$50K ﹤0.01%
1,958
-1,262
1898
$50K ﹤0.01%
3,756
+1,056
1899
$50K ﹤0.01%
1,113
+57
1900
$50K ﹤0.01%
1,700
74 75
76
77 78