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
2176
$31K ﹤0.01%
1,208
-486
2177
$31K ﹤0.01%
8,814
-5,220
2178
$31K ﹤0.01%
3,182
-1,118
2179
$31K ﹤0.01%
576
+53
2180
$31K ﹤0.01%
529
2181
$31K ﹤0.01%
120
+110
2182
$31K ﹤0.01%
135
+45
2183
$31K ﹤0.01%
317
+107
2184
$31K ﹤0.01%
4,428
2185
$31K ﹤0.01%
501
+3
2186
$31K ﹤0.01%
3,115
-1,000
2187
$31K ﹤0.01%
955
+770
2188
$31K ﹤0.01%
2,319
+690
2189
$31K ﹤0.01%
4,957
-25
2190
$31K ﹤0.01%
+1,333
2191
$31K ﹤0.01%
235
-280
2192
$30K ﹤0.01%
+1,605
2193
$30K ﹤0.01%
4,648
-734
2194
$30K ﹤0.01%
461
2195
$30K ﹤0.01%
560
-199
2196
$30K ﹤0.01%
990
2197
$30K ﹤0.01%
635
+402
2198
$30K ﹤0.01%
150
+35
2199
$30K ﹤0.01%
3,000
2200
$30K ﹤0.01%
3,616
-1
86 87
88
89 90