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
2626
$15K ﹤0.01%
167
-167
2627
$15K ﹤0.01%
2,952
+236
2628
$15K ﹤0.01%
5,500
2629
$15K ﹤0.01%
215
+102
2630
$15K ﹤0.01%
77
+33
2631
$15K ﹤0.01%
650
+100
2632
$15K ﹤0.01%
984
+15
2633
$15K ﹤0.01%
+643
2634
$14K ﹤0.01%
300
-87
2635
$14K ﹤0.01%
1,450
-1,500
2636
$14K ﹤0.01%
797
2637
$14K ﹤0.01%
600
+200
2638
$14K ﹤0.01%
677
+13
2639
$14K ﹤0.01%
1,000
+380
2640
$14K ﹤0.01%
1,095
+13
2641
$14K ﹤0.01%
647
-400
2642
$14K ﹤0.01%
271
+93
2643
$14K ﹤0.01%
312
-550
2644
$14K ﹤0.01%
+233
2645
$14K ﹤0.01%
1,280
+580
2646
$14K ﹤0.01%
500
-300
2647
$14K ﹤0.01%
150
2648
$14K ﹤0.01%
645
2649
$14K ﹤0.01%
475
-1,176
2650
$14K ﹤0.01%
915
104 105
106
107 108