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
3126
$6K ﹤0.01%
122
+64
3127
$6K ﹤0.01%
175
-25
3128
$6K ﹤0.01%
650
3129
$6K ﹤0.01%
100
-57
3130
$6K ﹤0.01%
+150
3131
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201
3132
$6K ﹤0.01%
459
+159
3133
$6K ﹤0.01%
575
3134
$6K ﹤0.01%
511
-109
3135
$6K ﹤0.01%
100
3136
$6K ﹤0.01%
303
+300
3137
$6K ﹤0.01%
150
-1,013
3138
$6K ﹤0.01%
+300
3139
$6K ﹤0.01%
265
+127
3140
$6K ﹤0.01%
86
+19
3141
$6K ﹤0.01%
+162
3142
$6K ﹤0.01%
+200
3143
$6K ﹤0.01%
31
+6
3144
$6K ﹤0.01%
1
3145
$6K ﹤0.01%
130
-20,961
3146
$6K ﹤0.01%
150
-250
3147
$6K ﹤0.01%
70
3148
$6K ﹤0.01%
214
+59
3149
$6K ﹤0.01%
+1,000
3150
$6K ﹤0.01%
801
-27
124 125
126
127 128