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
2901
$9K ﹤0.01%
1,000
+752
2902
$9K ﹤0.01%
249
+116
2903
$9K ﹤0.01%
280
+27
2904
$9K ﹤0.01%
600
-5,367
2905
$9K ﹤0.01%
329
+105
2906
$9K ﹤0.01%
325
+52
2907
$9K ﹤0.01%
271
+134
2908
$9K ﹤0.01%
150
2909
$9K ﹤0.01%
256
-8
2910
$9K ﹤0.01%
7,800
+3,800
2911
$9K ﹤0.01%
210
-2,341
2912
$9K ﹤0.01%
1,650
-7,096
2913
$9K ﹤0.01%
500
-795
2914
$9K ﹤0.01%
393
+69
2915
$9K ﹤0.01%
464
-225
2916
$9K ﹤0.01%
60
+27
2917
$9K ﹤0.01%
142
2918
$9K ﹤0.01%
245
+28
2919
$9K ﹤0.01%
276
2920
$9K ﹤0.01%
227
2921
$9K ﹤0.01%
300
-3,242
2922
$9K ﹤0.01%
331
2923
$9K ﹤0.01%
166
-427
2924
$9K ﹤0.01%
2,100
2925
$9K ﹤0.01%
2,974
115 116
117
118 119