IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$9.15M
2
+$8.25M
3
+$7.28M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.99M
5
MU icon
Micron Technology
MU
+$6.67M

Top Sells

1
+$11M
2
+$7.59M
3
+$6.6M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.85M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.77M

Sector Composition

1 Technology 6.08%
2 Financials 5.12%
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
2476
$19K ﹤0.01%
712
2477
$19K ﹤0.01%
358
+146
2478
$19K ﹤0.01%
254
-124
2479
$19K ﹤0.01%
851
2480
$19K ﹤0.01%
305
2481
$19K ﹤0.01%
320
+166
2482
$18K ﹤0.01%
493
-313
2483
$18K ﹤0.01%
103
+55
2484
$18K ﹤0.01%
1,075
+200
2485
$18K ﹤0.01%
171
-500
2486
$18K ﹤0.01%
170
-94
2487
$18K ﹤0.01%
3,273
-3,815
2488
$18K ﹤0.01%
1,318
-200
2489
$18K ﹤0.01%
524
+173
2490
$18K ﹤0.01%
967
+50
2491
$18K ﹤0.01%
399
+299
2492
$18K ﹤0.01%
469
+228
2493
$18K ﹤0.01%
302
2494
$18K ﹤0.01%
433
+101
2495
$18K ﹤0.01%
943
2496
$18K ﹤0.01%
350
+210
2497
$18K ﹤0.01%
270
+200
2498
$18K ﹤0.01%
1,413
-5,489
2499
$18K ﹤0.01%
301
+137
2500
$18K ﹤0.01%
385
98 99
100
101 102