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
3176
$5K ﹤0.01%
200
3177
$5K ﹤0.01%
1,430
3178
$5K ﹤0.01%
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3179
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130
+30
3180
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3181
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683
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3184
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+428
3185
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318
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3186
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3188
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+132
3189
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324
-678
3190
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82
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3191
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3192
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3193
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76
3194
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500
-3,272
3195
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3196
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49
-91
3197
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94
3198
$5K ﹤0.01%
166
+44
3199
$5K ﹤0.01%
400
3200
$5K ﹤0.01%
+333
126 127
128
129 130