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
2451
$20K ﹤0.01%
288
+162
2452
$20K ﹤0.01%
121
2453
$20K ﹤0.01%
214
-24
2454
$20K ﹤0.01%
258
+86
2455
$19K ﹤0.01%
2,154
2456
$19K ﹤0.01%
+2,848
2457
$19K ﹤0.01%
521
+86
2458
$19K ﹤0.01%
2,055
+35
2459
$19K ﹤0.01%
1,615
+40
2460
$19K ﹤0.01%
794
-12,941
2461
$19K ﹤0.01%
+2,374
2462
$19K ﹤0.01%
1,296
+357
2463
$19K ﹤0.01%
1,076
2464
$19K ﹤0.01%
263
2465
$19K ﹤0.01%
59
+50
2466
$19K ﹤0.01%
683
-838
2467
$19K ﹤0.01%
1,098
2468
$19K ﹤0.01%
1,294
-1,806
2469
$19K ﹤0.01%
712
2470
$19K ﹤0.01%
358
+146
2471
$19K ﹤0.01%
254
-124
2472
$19K ﹤0.01%
851
2473
$19K ﹤0.01%
305
2474
$19K ﹤0.01%
499
-782
2475
$19K ﹤0.01%
1,980
+780
97 98
99
100 101