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
2401
$21K ﹤0.01%
700
2402
$21K ﹤0.01%
1,787
+5
2403
$21K ﹤0.01%
248
2404
$21K ﹤0.01%
498
-4,599
2405
$21K ﹤0.01%
3,888
+348
2406
$21K ﹤0.01%
872
-188
2407
$21K ﹤0.01%
186
+10
2408
$21K ﹤0.01%
194
+57
2409
$21K ﹤0.01%
318
+168
2410
$21K ﹤0.01%
+858
2411
$21K ﹤0.01%
272
-2
2412
$21K ﹤0.01%
1,000
2413
$21K ﹤0.01%
609
-851
2414
$21K ﹤0.01%
+1,000
2415
$21K ﹤0.01%
199
-237
2416
$21K ﹤0.01%
+1,017
2417
$21K ﹤0.01%
299
-5,586
2418
$21K ﹤0.01%
+2,028
2419
$21K ﹤0.01%
494
+374
2420
$21K ﹤0.01%
6,283
-3,076
2421
$21K ﹤0.01%
1,521
2422
$21K ﹤0.01%
1,500
2423
$20K ﹤0.01%
1,310
+1,000
2424
$20K ﹤0.01%
+1,500
2425
$20K ﹤0.01%
320
-100
95 96
97
98 99