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
2601
$15K ﹤0.01%
1,300
-5,900
2602
$15K ﹤0.01%
187
+14
2603
$15K ﹤0.01%
+610
2604
$15K ﹤0.01%
246
2605
$15K ﹤0.01%
2,211
+2,196
2606
$15K ﹤0.01%
+400
2607
$15K ﹤0.01%
335
-44
2608
$15K ﹤0.01%
736
+4
2609
$15K ﹤0.01%
2,212
2610
$15K ﹤0.01%
244
+100
2611
$15K ﹤0.01%
369
+152
2612
$15K ﹤0.01%
1,105
2613
$15K ﹤0.01%
1,076
2614
$15K ﹤0.01%
3,160
+450
2615
$15K ﹤0.01%
135
-769
2616
$15K ﹤0.01%
341
2617
$15K ﹤0.01%
+234
2618
$15K ﹤0.01%
925
-325
2619
$15K ﹤0.01%
130
+10
2620
$15K ﹤0.01%
1,120
2621
$15K ﹤0.01%
1,100
+22
2622
$15K ﹤0.01%
364
-232
2623
$15K ﹤0.01%
117
2624
$15K ﹤0.01%
+500
2625
$15K ﹤0.01%
1,000
-173
103 104
105
106 107