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
2426
$20K ﹤0.01%
1,159
-45
2427
$20K ﹤0.01%
564
-1,756
2428
$20K ﹤0.01%
1,201
2429
$20K ﹤0.01%
1,740
+980
2430
$20K ﹤0.01%
+375
2431
$20K ﹤0.01%
+1,276
2432
$20K ﹤0.01%
862
2433
$20K ﹤0.01%
717
2434
$20K ﹤0.01%
135
2435
$20K ﹤0.01%
294
+1
2436
$20K ﹤0.01%
461
2437
$20K ﹤0.01%
7,036
+1
2438
$20K ﹤0.01%
238
+193
2439
$20K ﹤0.01%
383
+92
2440
$20K ﹤0.01%
1,982
+299
2441
$20K ﹤0.01%
+2,037
2442
$20K ﹤0.01%
321
+157
2443
$20K ﹤0.01%
900
2444
$20K ﹤0.01%
890
2445
$20K ﹤0.01%
406
2446
$20K ﹤0.01%
1,503
-702
2447
$20K ﹤0.01%
2,039
-238
2448
$20K ﹤0.01%
293
+120
2449
$20K ﹤0.01%
250
+200
2450
$20K ﹤0.01%
948
+347
96 97
98
99 100