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
2851
$10K ﹤0.01%
410
2852
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315
2853
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175
-206
2854
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155
-3,075
2855
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749
+377
2856
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+90
2857
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2858
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2859
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125
2860
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300
2861
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200
2862
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216
+203
2863
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+50
2864
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195
2865
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843
-839
2866
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2867
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63
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2868
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550
2869
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2870
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459
-4,451
2871
$10K ﹤0.01%
+50
2872
$10K ﹤0.01%
+425
2873
$10K ﹤0.01%
346
-49
2874
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185
-1
2875
$10K ﹤0.01%
2,004
+62
113 114
115
116 117