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
2576
$16K ﹤0.01%
353
+11
2577
$16K ﹤0.01%
+200
2578
$16K ﹤0.01%
+605
2579
$16K ﹤0.01%
1,000
2580
$16K ﹤0.01%
327
+317
2581
$16K ﹤0.01%
+735
2582
$16K ﹤0.01%
913
2583
$16K ﹤0.01%
+620
2584
$16K ﹤0.01%
107
2585
$16K ﹤0.01%
9,024
2586
$16K ﹤0.01%
+1,460
2587
$16K ﹤0.01%
459
-2,820
2588
$16K ﹤0.01%
686
2589
$16K ﹤0.01%
1,187
2590
$16K ﹤0.01%
388
+102
2591
$16K ﹤0.01%
1,245
+32
2592
$16K ﹤0.01%
1,185
2593
$16K ﹤0.01%
600
2594
$15K ﹤0.01%
274
+145
2595
$15K ﹤0.01%
648
-198
2596
$15K ﹤0.01%
575
+475
2597
$15K ﹤0.01%
396
-424
2598
$15K ﹤0.01%
1,162
2599
$15K ﹤0.01%
400
2600
$15K ﹤0.01%
317
+300
102 103
104
105 106