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
2051
$39K ﹤0.01%
603
-105
2052
$39K ﹤0.01%
314
-484
2053
$39K ﹤0.01%
984
2054
$39K ﹤0.01%
500
2055
$39K ﹤0.01%
19
2056
$39K ﹤0.01%
3,078
-4,280
2057
$39K ﹤0.01%
38
+17
2058
$38K ﹤0.01%
653
+125
2059
$38K ﹤0.01%
4,099
+2,030
2060
$38K ﹤0.01%
1,640
+60
2061
$38K ﹤0.01%
1,216
+1,156
2062
$38K ﹤0.01%
1,329
-1,025
2063
$38K ﹤0.01%
1,032
+138
2064
$38K ﹤0.01%
+989
2065
$38K ﹤0.01%
3,750
2066
$37K ﹤0.01%
+235
2067
$37K ﹤0.01%
803
+802
2068
$37K ﹤0.01%
1,812
-444
2069
$37K ﹤0.01%
500
2070
$37K ﹤0.01%
1,350
-1,375
2071
$37K ﹤0.01%
1,624
+284
2072
$37K ﹤0.01%
645
-156
2073
$37K ﹤0.01%
1,764
2074
$37K ﹤0.01%
506
-3
2075
$37K ﹤0.01%
850
-339
81 82
83
84 85