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
2926
$9K ﹤0.01%
329
+105
2927
$9K ﹤0.01%
325
+52
2928
$9K ﹤0.01%
3
-21
2929
$9K ﹤0.01%
271
+134
2930
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150
2931
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300
2932
$9K ﹤0.01%
19
+2
2933
$9K ﹤0.01%
256
-8
2934
$9K ﹤0.01%
1,650
-7,096
2935
$9K ﹤0.01%
500
-795
2936
$9K ﹤0.01%
393
+69
2937
$9K ﹤0.01%
464
-225
2938
$9K ﹤0.01%
60
+27
2939
$9K ﹤0.01%
142
2940
$9K ﹤0.01%
245
+28
2941
$9K ﹤0.01%
276
2942
$9K ﹤0.01%
227
2943
$9K ﹤0.01%
300
-3,242
2944
$9K ﹤0.01%
1,000
2945
$9K ﹤0.01%
331
2946
$9K ﹤0.01%
166
-427
2947
$9K ﹤0.01%
3,864
2948
$9K ﹤0.01%
+207
2949
$9K ﹤0.01%
74
-57
2950
$9K ﹤0.01%
84
-3
116 117
118
119 120