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
2326
$24K ﹤0.01%
44,953
+4,269
2327
$24K ﹤0.01%
176
+2
2328
$24K ﹤0.01%
300
2329
$24K ﹤0.01%
+1,250
2330
$24K ﹤0.01%
950
2331
$24K ﹤0.01%
1,165
+21
2332
$24K ﹤0.01%
500
2333
$24K ﹤0.01%
+484
2334
$24K ﹤0.01%
28
+11
2335
$24K ﹤0.01%
1,046
-1,544
2336
$24K ﹤0.01%
1,152
-969
2337
$24K ﹤0.01%
1,730
+748
2338
$24K ﹤0.01%
500
-250
2339
$23K ﹤0.01%
156
-128
2340
$23K ﹤0.01%
748
2341
$23K ﹤0.01%
+1,689
2342
$23K ﹤0.01%
560
+550
2343
$23K ﹤0.01%
280
-71
2344
$23K ﹤0.01%
459
-141
2345
$23K ﹤0.01%
3,048
-3,447
2346
$23K ﹤0.01%
1,661
-484
2347
$23K ﹤0.01%
+455
2348
$23K ﹤0.01%
1,030
2349
$23K ﹤0.01%
937
2350
$23K ﹤0.01%
548
92 93
94
95 96