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
2201
$30K ﹤0.01%
+1,200
2202
$30K ﹤0.01%
361
+159
2203
$30K ﹤0.01%
704
-19
2204
$30K ﹤0.01%
+1,167
2205
$30K ﹤0.01%
838
-1,573
2206
$30K ﹤0.01%
570
+32
2207
$30K ﹤0.01%
+1,158
2208
$30K ﹤0.01%
2,472
2209
$30K ﹤0.01%
1,000
2210
$30K ﹤0.01%
2,000
2211
$30K ﹤0.01%
530
-2,679
2212
$30K ﹤0.01%
610
2213
$30K ﹤0.01%
2,411
2214
$29K ﹤0.01%
412
-2,999
2215
$29K ﹤0.01%
3,833
+3,333
2216
$29K ﹤0.01%
549
+480
2217
$29K ﹤0.01%
+994
2218
$29K ﹤0.01%
371
-131
2219
$29K ﹤0.01%
542
-1,056
2220
$29K ﹤0.01%
1,188
+100
2221
$29K ﹤0.01%
790
+393
2222
$29K ﹤0.01%
740
2223
$29K ﹤0.01%
548
-34
2224
$29K ﹤0.01%
3,377
-4,355
2225
$29K ﹤0.01%
428
+116
87 88
89
90 91