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
2976
$8K ﹤0.01%
234
+65
2977
$8K ﹤0.01%
162
2978
$8K ﹤0.01%
484
+26
2979
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306
-651
2980
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+305
2981
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413
2982
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1,000
-1,000
2983
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500
+392
2984
$8K ﹤0.01%
127
2985
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+1,000
2986
$8K ﹤0.01%
1,310
2987
$8K ﹤0.01%
235
2988
$8K ﹤0.01%
388
+322
2989
$8K ﹤0.01%
315
2990
$8K ﹤0.01%
+350
2991
$8K ﹤0.01%
102
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2992
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+214
2993
$8K ﹤0.01%
706
2994
$8K ﹤0.01%
+500
2995
$8K ﹤0.01%
263
+63
2996
$8K ﹤0.01%
156
2997
$8K ﹤0.01%
+198
2998
$8K ﹤0.01%
326
-62
2999
$8K ﹤0.01%
120
-314
3000
$8K ﹤0.01%
394
118 119
120
121 122