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
1951
$46K ﹤0.01%
639
1952
$46K ﹤0.01%
443
+22
1953
$46K ﹤0.01%
606
-129
1954
$46K ﹤0.01%
2,535
+1,314
1955
$45K ﹤0.01%
+461
1956
$45K ﹤0.01%
1,047
1957
$45K ﹤0.01%
2,486
1958
$45K ﹤0.01%
1,006
+614
1959
$45K ﹤0.01%
473
1960
$45K ﹤0.01%
694
-2,148
1961
$45K ﹤0.01%
3,324
+28
1962
$45K ﹤0.01%
6,970
1963
$45K ﹤0.01%
527
-164
1964
$45K ﹤0.01%
819
-3,728
1965
$45K ﹤0.01%
1,286
-660
1966
$45K ﹤0.01%
3,550
1967
$45K ﹤0.01%
2,265
+2,115
1968
$45K ﹤0.01%
2,192
-239
1969
$45K ﹤0.01%
3,550
1970
$45K ﹤0.01%
581
1971
$45K ﹤0.01%
400
-191
1972
$44K ﹤0.01%
1,748
+1,112
1973
$44K ﹤0.01%
1,336
-339
1974
$44K ﹤0.01%
1,583
1975
$44K ﹤0.01%
5,881
-3,863
77 78
79
80 81