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
2301
$25K ﹤0.01%
850
+66
2302
$25K ﹤0.01%
1,790
2303
$25K ﹤0.01%
12,434
+5,119
2304
$25K ﹤0.01%
1,440
-1,188
2305
$25K ﹤0.01%
346
+15
2306
$25K ﹤0.01%
785
-57
2307
$25K ﹤0.01%
640
-644
2308
$25K ﹤0.01%
985
-23
2309
$25K ﹤0.01%
700
+600
2310
$25K ﹤0.01%
93
+43
2311
$25K ﹤0.01%
1,055
-95
2312
$25K ﹤0.01%
323
+85
2313
$25K ﹤0.01%
530
2314
$25K ﹤0.01%
1,014
+15
2315
$25K ﹤0.01%
394
+179
2316
$25K ﹤0.01%
492
2317
$25K ﹤0.01%
770
2318
$24K ﹤0.01%
259
+125
2319
$24K ﹤0.01%
1,725
2320
$24K ﹤0.01%
902
+115
2321
$24K ﹤0.01%
1,372
-2,293
2322
$24K ﹤0.01%
450
2323
$24K ﹤0.01%
15,000
2324
$24K ﹤0.01%
1,045
+763
2325
$24K ﹤0.01%
410
-110
91 92
93
94 95