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
3051
$7K ﹤0.01%
139
+135
3052
$7K ﹤0.01%
1,812
+400
3053
$7K ﹤0.01%
345
+153
3054
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42
3055
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500
3056
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401
3057
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+14
3058
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141
-8
3059
$7K ﹤0.01%
+1,035
3060
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125
3061
$7K ﹤0.01%
324
3062
$7K ﹤0.01%
360
3063
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155
-75
3064
$7K ﹤0.01%
500
3065
$7K ﹤0.01%
+650
3066
$7K ﹤0.01%
683
+340
3067
$7K ﹤0.01%
948
-586
3068
$7K ﹤0.01%
22
-10
3069
$7K ﹤0.01%
+500
3070
$7K ﹤0.01%
36
-6
3071
$7K ﹤0.01%
441
3072
$7K ﹤0.01%
357
-306
3073
$7K ﹤0.01%
738
+34
3074
$7K ﹤0.01%
330
+154
3075
$7K ﹤0.01%
13
121 122
123
124 125