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
2101
$35K ﹤0.01%
2,536
-108
2102
$35K ﹤0.01%
802
+766
2103
$35K ﹤0.01%
781
2104
$35K ﹤0.01%
537
+138
2105
$35K ﹤0.01%
9,327
2106
$35K ﹤0.01%
1,484
-4,564
2107
$35K ﹤0.01%
746
+4
2108
$35K ﹤0.01%
+725
2109
$35K ﹤0.01%
2,900
-440
2110
$34K ﹤0.01%
557
-332
2111
$34K ﹤0.01%
1,430
2112
$34K ﹤0.01%
1,166
-215
2113
$34K ﹤0.01%
515
+19
2114
$34K ﹤0.01%
1,435
-378
2115
$34K ﹤0.01%
5,300
+100
2116
$34K ﹤0.01%
6,546
+286
2117
$34K ﹤0.01%
864
+656
2118
$34K ﹤0.01%
3,268
-2,553
2119
$34K ﹤0.01%
1,000
-150
2120
$34K ﹤0.01%
546
+200
2121
$34K ﹤0.01%
+1,245
2122
$34K ﹤0.01%
+1,687
2123
$34K ﹤0.01%
719
-419
2124
$34K ﹤0.01%
475
2125
$34K ﹤0.01%
708
-211
83 84
85
86 87