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
2826
$11K ﹤0.01%
500
2827
$11K ﹤0.01%
476
+92
2828
$10K ﹤0.01%
113
-143
2829
$10K ﹤0.01%
+500
2830
$10K ﹤0.01%
2,500
2831
$10K ﹤0.01%
+1,000
2832
$10K ﹤0.01%
133
-66
2833
$10K ﹤0.01%
117
+11
2834
$10K ﹤0.01%
749
+377
2835
$10K ﹤0.01%
222
+90
2836
$10K ﹤0.01%
+406
2837
$10K ﹤0.01%
292
-642
2838
$10K ﹤0.01%
201
+4
2839
$10K ﹤0.01%
206
-204
2840
$10K ﹤0.01%
200
-371
2841
$10K ﹤0.01%
125
2842
$10K ﹤0.01%
300
2843
$10K ﹤0.01%
200
2844
$10K ﹤0.01%
216
+203
2845
$10K ﹤0.01%
+50
2846
$10K ﹤0.01%
195
2847
$10K ﹤0.01%
3
2848
$10K ﹤0.01%
371
-193
2849
$10K ﹤0.01%
+501
2850
$10K ﹤0.01%
843
-839
112 113
114
115 116