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
2351
$23K ﹤0.01%
195
-228
2352
$23K ﹤0.01%
167
-127
2353
$23K ﹤0.01%
+800
2354
$23K ﹤0.01%
477
-380
2355
$23K ﹤0.01%
714
-14
2356
$23K ﹤0.01%
831
-622
2357
$23K ﹤0.01%
1,600
2358
$23K ﹤0.01%
2,500
-220
2359
$23K ﹤0.01%
1,890
2360
$23K ﹤0.01%
1,740
2361
$23K ﹤0.01%
400
+17
2362
$23K ﹤0.01%
712
+152
2363
$23K ﹤0.01%
+914
2364
$23K ﹤0.01%
527
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2365
$23K ﹤0.01%
642
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2366
$22K ﹤0.01%
306
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2367
$22K ﹤0.01%
1,069
2368
$22K ﹤0.01%
1,509
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2369
$22K ﹤0.01%
534
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2370
$22K ﹤0.01%
725
2371
$22K ﹤0.01%
1,000
2372
$22K ﹤0.01%
750
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2373
$22K ﹤0.01%
337
-4
2374
$22K ﹤0.01%
+895
2375
$22K ﹤0.01%
895
93 94
95
96 97