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
SPDR 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
201
$2.73M 0.11%
47,090
+10,510
202
$2.72M 0.11%
113,193
-20,250
203
$2.68M 0.11%
+79,446
204
$2.68M 0.11%
58,070
-37,247
205
$2.67M 0.11%
8,662
+222
206
$2.63M 0.11%
43,777
-70
207
$2.61M 0.11%
72,998
+1,874
208
$2.6M 0.11%
47,416
+9,217
209
$2.6M 0.11%
33,190
+5,714
210
$2.56M 0.11%
81,660
-7,431
211
$2.56M 0.11%
46,207
-10,426
212
$2.51M 0.11%
53,456
+23,532
213
$2.5M 0.11%
18,707
-3,870
214
$2.47M 0.1%
27,960
-460
215
$2.45M 0.1%
+48,892
216
$2.44M 0.1%
117,055
-13,511
217
$2.42M 0.1%
47,120
+5,284
218
$2.42M 0.1%
36,137
-4,117
219
$2.4M 0.1%
86,638
-30,941
220
$2.39M 0.1%
253,809
-9,570
221
$2.38M 0.1%
23,676
+35
222
$2.37M 0.1%
124,324
-61,637
223
$2.32M 0.1%
50,476
-2,127
224
$2.31M 0.1%
71,442
+45,764
225
$2.3M 0.1%
48,419
+1,466
7 8
9
10 11