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
3076
$7K ﹤0.01%
397
-2,478
3077
$7K ﹤0.01%
130
-1,398
3078
$7K ﹤0.01%
800
-8,150
3079
$7K ﹤0.01%
+300
3080
$7K ﹤0.01%
111
+12
3081
$7K ﹤0.01%
1,384
-19
3082
$7K ﹤0.01%
+3,250
3083
$7K ﹤0.01%
249
3084
$7K ﹤0.01%
1,594
-587
3085
$7K ﹤0.01%
1,000
-1,000
3086
$7K ﹤0.01%
115
+2
3087
$7K ﹤0.01%
+1,078
3088
$7K ﹤0.01%
1,748
-10,861
3089
$6K ﹤0.01%
+300
3090
$6K ﹤0.01%
90
3091
$6K ﹤0.01%
68
3092
$6K ﹤0.01%
175
-25
3093
$6K ﹤0.01%
194
+56
3094
$6K ﹤0.01%
312
-250
3095
$6K ﹤0.01%
78
+10
3096
$6K ﹤0.01%
361
3097
$6K ﹤0.01%
222
+99
3098
$6K ﹤0.01%
1,048
-4,500
3099
$6K ﹤0.01%
1,222
-1,617
3100
$6K ﹤0.01%
459
+159
122 123
124
125 126