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
3051
$7K ﹤0.01%
+400
3052
$7K ﹤0.01%
93
-125
3053
$7K ﹤0.01%
118
3054
$7K ﹤0.01%
+1,078
3055
$7K ﹤0.01%
175
3056
$7K ﹤0.01%
89
3057
$7K ﹤0.01%
635
-3,180
3058
$7K ﹤0.01%
138
+107
3059
$7K ﹤0.01%
265
3060
$7K ﹤0.01%
1,360
-1
3061
$7K ﹤0.01%
171
+1
3062
$7K ﹤0.01%
345
+153
3063
$7K ﹤0.01%
4,500
-3,000
3064
$7K ﹤0.01%
670
3065
$7K ﹤0.01%
110
-12
3066
$7K ﹤0.01%
42
3067
$7K ﹤0.01%
125
3068
$7K ﹤0.01%
324
3069
$7K ﹤0.01%
466
+207
3070
$7K ﹤0.01%
339
-96
3071
$7K ﹤0.01%
360
3072
$7K ﹤0.01%
155
-75
3073
$7K ﹤0.01%
500
3074
$7K ﹤0.01%
+650
3075
$7K ﹤0.01%
683
+340
121 122
123
124 125