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
2276
$26K ﹤0.01%
500
2277
$26K ﹤0.01%
1,440
+1,083
2278
$26K ﹤0.01%
1,096
-427
2279
$26K ﹤0.01%
512
+8
2280
$26K ﹤0.01%
769
+646
2281
$26K ﹤0.01%
+1,789
2282
$26K ﹤0.01%
630
2283
$26K ﹤0.01%
1,947
-1,393
2284
$26K ﹤0.01%
355
-180
2285
$26K ﹤0.01%
615
-2,193
2286
$26K ﹤0.01%
457
+269
2287
$26K ﹤0.01%
1,180
-109
2288
$26K ﹤0.01%
2,190
+1,690
2289
$26K ﹤0.01%
477
+176
2290
$26K ﹤0.01%
568
2291
$26K ﹤0.01%
2,000
+500
2292
$26K ﹤0.01%
794
-12
2293
$26K ﹤0.01%
2,584
2294
$26K ﹤0.01%
800
+538
2295
$26K ﹤0.01%
1,380
-136,719
2296
$25K ﹤0.01%
245
+199
2297
$25K ﹤0.01%
296
+2
2298
$25K ﹤0.01%
+1,216
2299
$25K ﹤0.01%
2,435
+21
2300
$25K ﹤0.01%
282
-90
90 91
92
93 94