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
2076
$37K ﹤0.01%
2,475
2077
$37K ﹤0.01%
+1,370
2078
$37K ﹤0.01%
383
-66
2079
$37K ﹤0.01%
2,227
+285
2080
$37K ﹤0.01%
2,666
-715
2081
$37K ﹤0.01%
900
2082
$37K ﹤0.01%
+820
2083
$37K ﹤0.01%
4,176
+1,951
2084
$37K ﹤0.01%
2,340
+559
2085
$37K ﹤0.01%
3,429
+3,350
2086
$37K ﹤0.01%
861
-108
2087
$36K ﹤0.01%
347
-116
2088
$36K ﹤0.01%
930
+37
2089
$36K ﹤0.01%
1,176
-1,282
2090
$36K ﹤0.01%
1,342
+1,082
2091
$36K ﹤0.01%
926
-208
2092
$36K ﹤0.01%
272
+24
2093
$36K ﹤0.01%
3,200
2094
$36K ﹤0.01%
+738
2095
$36K ﹤0.01%
965
+628
2096
$36K ﹤0.01%
1,440
+325
2097
$36K ﹤0.01%
815
+625
2098
$36K ﹤0.01%
554
2099
$36K ﹤0.01%
2,100
2100
$35K ﹤0.01%
7,635
+671
82 83
84
85 86