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
1926
$48K ﹤0.01%
999
+30
1927
$48K ﹤0.01%
893
+323
1928
$48K ﹤0.01%
561
-478
1929
$48K ﹤0.01%
2,215
+165
1930
$47K ﹤0.01%
3,661
+1,111
1931
$47K ﹤0.01%
955
+39
1932
$47K ﹤0.01%
2,020
1933
$47K ﹤0.01%
+939
1934
$47K ﹤0.01%
1,627
+69
1935
$47K ﹤0.01%
1,180
+294
1936
$47K ﹤0.01%
454
+165
1937
$47K ﹤0.01%
1,518
-380
1938
$47K ﹤0.01%
948
-92
1939
$47K ﹤0.01%
1,580
+1,188
1940
$47K ﹤0.01%
1,350
1941
$47K ﹤0.01%
1,044
-851
1942
$47K ﹤0.01%
187
-8
1943
$46K ﹤0.01%
1,815
-1,000
1944
$46K ﹤0.01%
822
-740
1945
$46K ﹤0.01%
997
+66
1946
$46K ﹤0.01%
3,282
-615
1947
$46K ﹤0.01%
+1,500
1948
$46K ﹤0.01%
682
-11
1949
$46K ﹤0.01%
1,230
-36
1950
$46K ﹤0.01%
464
-1,120
76 77
78
79 80