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
2151
$32K ﹤0.01%
+1,076
2152
$32K ﹤0.01%
3,610
+1,100
2153
$32K ﹤0.01%
3,533
-839
2154
$32K ﹤0.01%
3,920
2155
$32K ﹤0.01%
+268
2156
$32K ﹤0.01%
6,498
2157
$32K ﹤0.01%
5,476
+5,218
2158
$32K ﹤0.01%
3,345
-54,265
2159
$32K ﹤0.01%
7,000
+1,794
2160
$32K ﹤0.01%
+1,000
2161
$32K ﹤0.01%
480
+416
2162
$32K ﹤0.01%
1,056
+183
2163
$32K ﹤0.01%
1,300
+1,200
2164
$32K ﹤0.01%
+60
2165
$32K ﹤0.01%
1,574
+62
2166
$32K ﹤0.01%
4,209
-9,287
2167
$31K ﹤0.01%
6,370
-8,759
2168
$31K ﹤0.01%
+367
2169
$31K ﹤0.01%
687
+144
2170
$31K ﹤0.01%
503
-3
2171
$31K ﹤0.01%
251
+9
2172
$31K ﹤0.01%
1,328
+578
2173
$31K ﹤0.01%
878
-154
2174
$31K ﹤0.01%
666
+8
2175
$31K ﹤0.01%
1,850
85 86
87
88 89