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
2226
$29K ﹤0.01%
599
+64
2227
$29K ﹤0.01%
883
-3,697
2228
$29K ﹤0.01%
2,515
-305
2229
$29K ﹤0.01%
950
2230
$29K ﹤0.01%
2,247
-1,024
2231
$29K ﹤0.01%
4,050
-2,900
2232
$29K ﹤0.01%
5,256
-4,049
2233
$28K ﹤0.01%
918
+636
2234
$28K ﹤0.01%
150
-12
2235
$28K ﹤0.01%
875
-500
2236
$28K ﹤0.01%
1,295
-2,048
2237
$28K ﹤0.01%
2,420
+176
2238
$28K ﹤0.01%
1,011
-495
2239
$28K ﹤0.01%
414
2240
$28K ﹤0.01%
988
-359
2241
$28K ﹤0.01%
3,209
-2,702
2242
$28K ﹤0.01%
+904
2243
$28K ﹤0.01%
755
+750
2244
$28K ﹤0.01%
2,686
+532
2245
$28K ﹤0.01%
224
-71
2246
$28K ﹤0.01%
1,033
-45
2247
$28K ﹤0.01%
555
-328
2248
$28K ﹤0.01%
1,203
2249
$28K ﹤0.01%
777
+641
2250
$28K ﹤0.01%
281
+191
88 89
90
91 92