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
3026
$7K ﹤0.01%
138
+21
3027
$7K ﹤0.01%
139
+135
3028
$7K ﹤0.01%
1,812
+400
3029
$7K ﹤0.01%
500
3030
$7K ﹤0.01%
401
3031
$7K ﹤0.01%
130
+14
3032
$7K ﹤0.01%
141
-8
3033
$7K ﹤0.01%
+1,035
3034
$7K ﹤0.01%
948
-586
3035
$7K ﹤0.01%
22
-10
3036
$7K ﹤0.01%
+500
3037
$7K ﹤0.01%
1,748
-10,861
3038
$7K ﹤0.01%
36
-6
3039
$7K ﹤0.01%
294
3040
$7K ﹤0.01%
357
-306
3041
$7K ﹤0.01%
+280
3042
$7K ﹤0.01%
3
-3
3043
$7K ﹤0.01%
+500
3044
$7K ﹤0.01%
738
+34
3045
$7K ﹤0.01%
115
+2
3046
$7K ﹤0.01%
107
3047
$7K ﹤0.01%
1
3048
$7K ﹤0.01%
6,000
3049
$7K ﹤0.01%
41
+7
3050
$7K ﹤0.01%
418
-670
120 121
122
123 124