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
SPDR 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
1
$64.2M 2.7%
456,843
+31,136
2
$48.8M 2.05%
284,065
+17,800
3
$45.2M 1.9%
1,160,710
+52,665
4
$42M 1.77%
908,596
-243,056
5
$36.3M 1.53%
133,753
+8,427
6
$34M 1.43%
124,556
+6,383
7
$29M 1.22%
457,100
+78,614
8
$27.1M 1.14%
516,583
+95,467
9
$26.9M 1.13%
322,840
+45,175
10
$26.5M 1.12%
334,919
+19,509
11
$24M 1.01%
282,960
+59,400
12
$19.9M 0.84%
187,406
-17,832
13
$16.1M 0.68%
107,255
+8,545
14
$15.7M 0.66%
159,098
-6,444
15
$14.9M 0.63%
1,358,340
-288,360
16
$14.9M 0.63%
152,655
-38,838
17
$14.9M 0.62%
346,316
+67,782
18
$14.5M 0.61%
100,860
+3,835
19
$13.8M 0.58%
133,247
-10,700
20
$13.8M 0.58%
70,944
-11,204
21
$13.3M 0.56%
323,706
+50,919
22
$13.2M 0.55%
537,271
+370,197
23
$13M 0.55%
538,055
+16,890
24
$12.8M 0.54%
164,558
-2,671
25
$12.7M 0.53%
121,572
+10,420
1
2 3 4 5