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
2126
$34K ﹤0.01%
3,643
-3,903
2127
$34K ﹤0.01%
2,028
+212
2128
$34K ﹤0.01%
621
+62
2129
$33K ﹤0.01%
1,250
-800
2130
$33K ﹤0.01%
1,888
-4,721
2131
$33K ﹤0.01%
1,223
2132
$33K ﹤0.01%
454
+95
2133
$33K ﹤0.01%
4,069
+13
2134
$33K ﹤0.01%
9,857
-2,400
2135
$33K ﹤0.01%
1,520
2136
$33K ﹤0.01%
1,389
+400
2137
$33K ﹤0.01%
750
2138
$33K ﹤0.01%
708
2139
$33K ﹤0.01%
755
+155
2140
$33K ﹤0.01%
3,187
+248
2141
$33K ﹤0.01%
1,537
-641
2142
$33K ﹤0.01%
985
2143
$33K ﹤0.01%
1,505
+167
2144
$33K ﹤0.01%
1,627
+1,424
2145
$33K ﹤0.01%
944
-126
2146
$33K ﹤0.01%
698
+525
2147
$32K ﹤0.01%
600
2148
$32K ﹤0.01%
661
+498
2149
$32K ﹤0.01%
1,513
+1,358
2150
$32K ﹤0.01%
1,050
84 85
86
87 88