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
SPDR 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
176
$3.15M 0.13%
121,710
+22,288
177
$3.15M 0.13%
90,274
+60,372
178
$3.14M 0.13%
33,868
+4,146
179
$3.12M 0.13%
28,266
+1,795
180
$3.1M 0.13%
57,736
+7,154
181
$3.06M 0.13%
282,696
+65,808
182
$3.03M 0.13%
61,904
-10,612
183
$3.02M 0.13%
139,485
+139,092
184
$3.01M 0.13%
51,953
-6,133
185
$3M 0.13%
57,940
-5,194
186
$2.96M 0.12%
34,741
-6,536
187
$2.9M 0.12%
27,161
-11,052
188
$2.89M 0.12%
13,950
+144
189
$2.84M 0.12%
126,195
+44,327
190
$2.83M 0.12%
27,210
+2,794
191
$2.83M 0.12%
46,408
+11,033
192
$2.83M 0.12%
26,582
-22,488
193
$2.83M 0.12%
46,369
-6
194
$2.82M 0.12%
15,265
-2,089
195
$2.82M 0.12%
35,364
-9,154
196
$2.82M 0.12%
53,104
+19,788
197
$2.81M 0.12%
15,467
-786
198
$2.78M 0.12%
100,293
+5,550
199
$2.75M 0.12%
32,940
-2,835
200
$2.74M 0.12%
+180,552
6 7
8
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