IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2726
$13K ﹤0.01%
1,000
2727
$13K ﹤0.01%
385
-116
2728
$12K ﹤0.01%
1,361
2729
$12K ﹤0.01%
+250
2730
$12K ﹤0.01%
211
+117
2731
$12K ﹤0.01%
190
+40
2732
$12K ﹤0.01%
160
+16
2733
$12K ﹤0.01%
168
+14
2734
$12K ﹤0.01%
133
2735
$12K ﹤0.01%
538
+400
2736
$12K ﹤0.01%
213
-119
2737
$12K ﹤0.01%
662
+476
2738
$12K ﹤0.01%
97
-41
2739
$12K ﹤0.01%
1,613
-623
2740
$12K ﹤0.01%
188
-258
2741
$12K ﹤0.01%
242
+104
2742
$12K ﹤0.01%
168
-2,413
2743
$12K ﹤0.01%
558
+183
2744
$12K ﹤0.01%
96
-37
2745
$12K ﹤0.01%
897
-805
2746
$12K ﹤0.01%
500
2747
$12K ﹤0.01%
268
+188
2748
$12K ﹤0.01%
1,643
-795
2749
$12K ﹤0.01%
1,000
2750
$12K ﹤0.01%
194
-116
108 109
110
111 112