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
2251
$28K ﹤0.01%
1,786
-140
2252
$28K ﹤0.01%
1,753
+18
2253
$27K ﹤0.01%
195
+5
2254
$27K ﹤0.01%
+1,679
2255
$27K ﹤0.01%
700
2256
$27K ﹤0.01%
546
+457
2257
$27K ﹤0.01%
5,258
2258
$27K ﹤0.01%
1,220
2259
$27K ﹤0.01%
1,250
-1,725
2260
$27K ﹤0.01%
465
-96
2261
$27K ﹤0.01%
538
2262
$27K ﹤0.01%
799
-78
2263
$27K ﹤0.01%
381
-34
2264
$27K ﹤0.01%
314
2265
$27K ﹤0.01%
680
-86
2266
$27K ﹤0.01%
402
2267
$27K ﹤0.01%
+808
2268
$27K ﹤0.01%
2,273
2269
$27K ﹤0.01%
1,000
2270
$27K ﹤0.01%
700
+300
2271
$27K ﹤0.01%
95
-36
2272
$27K ﹤0.01%
1,250
2273
$27K ﹤0.01%
3,631
+85
2274
$27K ﹤0.01%
983
-14,705
2275
$27K ﹤0.01%
1,487
-2
89 90
91
92 93