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
3001
$8K ﹤0.01%
215
+155
3002
$8K ﹤0.01%
569
3003
$8K ﹤0.01%
+205
3004
$8K ﹤0.01%
500
3005
$8K ﹤0.01%
347
3006
$8K ﹤0.01%
+100
3007
$8K ﹤0.01%
+1,500
3008
$8K ﹤0.01%
328
+5
3009
$8K ﹤0.01%
110
+89
3010
$8K ﹤0.01%
142
-266
3011
$8K ﹤0.01%
1,518
+916
3012
$8K ﹤0.01%
945
-642
3013
$8K ﹤0.01%
338
3014
$8K ﹤0.01%
100
3015
$8K ﹤0.01%
+66
3016
$8K ﹤0.01%
200
3017
$8K ﹤0.01%
472
3018
$8K ﹤0.01%
+200
3019
$8K ﹤0.01%
2,000
3020
$8K ﹤0.01%
2,000
3021
$8K ﹤0.01%
306
-651
3022
$8K ﹤0.01%
+305
3023
$8K ﹤0.01%
817
+90
3024
$7K ﹤0.01%
465
3025
$7K ﹤0.01%
6,000
119 120
121
122 123