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
1901
$49K ﹤0.01%
514
-263
1902
$49K ﹤0.01%
336
+3
1903
$49K ﹤0.01%
1,250
-135
1904
$49K ﹤0.01%
3,319
1905
$49K ﹤0.01%
5,123
-8,927
1906
$49K ﹤0.01%
3,804
1907
$49K ﹤0.01%
3,123
+2,365
1908
$49K ﹤0.01%
284
-38
1909
$49K ﹤0.01%
1,482
+1,320
1910
$49K ﹤0.01%
1,012
-376
1911
$49K ﹤0.01%
3,819
1912
$48K ﹤0.01%
2,201
1913
$48K ﹤0.01%
6,276
1914
$48K ﹤0.01%
688
+2
1915
$48K ﹤0.01%
1,686
-511
1916
$48K ﹤0.01%
247
+214
1917
$48K ﹤0.01%
1,400
1918
$48K ﹤0.01%
5,137
+782
1919
$48K ﹤0.01%
500
1920
$48K ﹤0.01%
522
-338
1921
$48K ﹤0.01%
500
1922
$48K ﹤0.01%
1,282
1923
$48K ﹤0.01%
1,074
+505
1924
$48K ﹤0.01%
557
-88
1925
$48K ﹤0.01%
1,437
+1,124
75 76
77
78 79