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
2876
$10K ﹤0.01%
984
-1,050
2877
$10K ﹤0.01%
519
+318
2878
$10K ﹤0.01%
753
-25
2879
$10K ﹤0.01%
207
+7
2880
$10K ﹤0.01%
+300
2881
$10K ﹤0.01%
410
2882
$10K ﹤0.01%
315
2883
$10K ﹤0.01%
+151
2884
$10K ﹤0.01%
175
-206
2885
$10K ﹤0.01%
155
-3,075
2886
$10K ﹤0.01%
1,207
-991
2887
$10K ﹤0.01%
100
2888
$10K ﹤0.01%
215
2889
$10K ﹤0.01%
265
-1,345
2890
$10K ﹤0.01%
450
2891
$10K ﹤0.01%
232
2892
$10K ﹤0.01%
1,860
+56
2893
$10K ﹤0.01%
335
2894
$10K ﹤0.01%
+690
2895
$9K ﹤0.01%
92
-5
2896
$9K ﹤0.01%
700
2897
$9K ﹤0.01%
200
2898
$9K ﹤0.01%
7,800
+3,800
2899
$9K ﹤0.01%
210
-2,341
2900
$9K ﹤0.01%
2,100
114 115
116
117 118