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
2876
$10K ﹤0.01%
568
-263
2877
$10K ﹤0.01%
174
2878
$10K ﹤0.01%
550
2879
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+245
2880
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215
2881
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265
-1,345
2882
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450
2883
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232
2884
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327
-150
2885
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+400
2886
$10K ﹤0.01%
1,860
+56
2887
$10K ﹤0.01%
335
2888
$10K ﹤0.01%
+690
2889
$10K ﹤0.01%
3
2890
$10K ﹤0.01%
371
-193
2891
$10K ﹤0.01%
+501
2892
$10K ﹤0.01%
279
+90
2893
$10K ﹤0.01%
137
+14
2894
$10K ﹤0.01%
+700
2895
$9K ﹤0.01%
1,000
2896
$9K ﹤0.01%
294
2897
$9K ﹤0.01%
802
+395
2898
$9K ﹤0.01%
458
2899
$9K ﹤0.01%
274
2900
$9K ﹤0.01%
3,864
114 115
116
117 118