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
2851
$10K ﹤0.01%
279
+90
2852
$10K ﹤0.01%
137
+14
2853
$10K ﹤0.01%
130
2854
$10K ﹤0.01%
63
-90
2855
$10K ﹤0.01%
550
2856
$10K ﹤0.01%
400
2857
$10K ﹤0.01%
459
-4,451
2858
$10K ﹤0.01%
+700
2859
$10K ﹤0.01%
+50
2860
$10K ﹤0.01%
+425
2861
$10K ﹤0.01%
346
-49
2862
$10K ﹤0.01%
185
-1
2863
$10K ﹤0.01%
2,004
+62
2864
$10K ﹤0.01%
568
-263
2865
$10K ﹤0.01%
174
2866
$10K ﹤0.01%
550
2867
$10K ﹤0.01%
+245
2868
$10K ﹤0.01%
327
-150
2869
$10K ﹤0.01%
+400
2870
$10K ﹤0.01%
400
-136
2871
$10K ﹤0.01%
840
-882
2872
$10K ﹤0.01%
1,392
-468
2873
$10K ﹤0.01%
175
-200
2874
$10K ﹤0.01%
897
+17
2875
$10K ﹤0.01%
723
-208
113 114
115
116 117