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
2951
$9K ﹤0.01%
1,269
2952
$9K ﹤0.01%
+4,085
2953
$9K ﹤0.01%
675
2954
$9K ﹤0.01%
3,071
2955
$9K ﹤0.01%
594
-193
2956
$9K ﹤0.01%
555
+46
2957
$9K ﹤0.01%
200
2958
$9K ﹤0.01%
467
+67
2959
$9K ﹤0.01%
314
-854
2960
$9K ﹤0.01%
3
-21
2961
$9K ﹤0.01%
300
2962
$9K ﹤0.01%
19
+2
2963
$9K ﹤0.01%
+207
2964
$8K ﹤0.01%
413
2965
$8K ﹤0.01%
1,000
-1,000
2966
$8K ﹤0.01%
500
+392
2967
$8K ﹤0.01%
+332
2968
$8K ﹤0.01%
250
2969
$8K ﹤0.01%
234
+65
2970
$8K ﹤0.01%
162
2971
$8K ﹤0.01%
484
+26
2972
$8K ﹤0.01%
197
-78
2973
$8K ﹤0.01%
132
2974
$8K ﹤0.01%
593
+93
2975
$8K ﹤0.01%
1,000
117 118
119
120 121