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
2376
$22K ﹤0.01%
1,691
+28
2377
$22K ﹤0.01%
495
+28
2378
$22K ﹤0.01%
2,792
-2,071
2379
$22K ﹤0.01%
+500
2380
$22K ﹤0.01%
3,236
-808
2381
$22K ﹤0.01%
197
-78
2382
$22K ﹤0.01%
+844
2383
$22K ﹤0.01%
2,400
2384
$22K ﹤0.01%
4,957
+1,000
2385
$22K ﹤0.01%
270
2386
$22K ﹤0.01%
2,045
2387
$22K ﹤0.01%
719
-271
2388
$22K ﹤0.01%
504
-834
2389
$21K ﹤0.01%
670
+20
2390
$21K ﹤0.01%
1,402
-701
2391
$21K ﹤0.01%
249
-71
2392
$21K ﹤0.01%
2,190
-408
2393
$21K ﹤0.01%
395
-100
2394
$21K ﹤0.01%
1,582
2395
$21K ﹤0.01%
125
2396
$21K ﹤0.01%
236
-151
2397
$21K ﹤0.01%
362
-124
2398
$21K ﹤0.01%
699
+195
2399
$21K ﹤0.01%
3,655
+507
2400
$21K ﹤0.01%
1,220
+940
94 95
96
97 98