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
2801
$11K ﹤0.01%
757
2802
$11K ﹤0.01%
108
2803
$11K ﹤0.01%
143
-2
2804
$11K ﹤0.01%
1,006
+506
2805
$11K ﹤0.01%
2,500
-5,050
2806
$11K ﹤0.01%
+300
2807
$11K ﹤0.01%
1,139
-2,823
2808
$11K ﹤0.01%
575
+5
2809
$11K ﹤0.01%
200
-120
2810
$11K ﹤0.01%
500
-900
2811
$11K ﹤0.01%
136
-5
2812
$11K ﹤0.01%
134
-28
2813
$11K ﹤0.01%
1,478
+200
2814
$11K ﹤0.01%
+134
2815
$11K ﹤0.01%
156
+106
2816
$11K ﹤0.01%
380
2817
$11K ﹤0.01%
240
2818
$11K ﹤0.01%
417
+96
2819
$11K ﹤0.01%
100
2820
$11K ﹤0.01%
321
+23
2821
$11K ﹤0.01%
192
+150
2822
$11K ﹤0.01%
357
2823
$11K ﹤0.01%
1,303
+80
2824
$11K ﹤0.01%
401
-32
2825
$11K ﹤0.01%
150
+50
111 112
113
114 115