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
3176
$5K ﹤0.01%
400
3177
$5K ﹤0.01%
75
3178
$5K ﹤0.01%
100
3179
$5K ﹤0.01%
186
-1,914
3180
$5K ﹤0.01%
329
-722
3181
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+210
3182
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+200
3183
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202
-1,435
3184
$5K ﹤0.01%
+428
3185
$5K ﹤0.01%
871
-11,912
3186
$5K ﹤0.01%
100
3187
$5K ﹤0.01%
392
-794
3188
$5K ﹤0.01%
123
+34
3189
$5K ﹤0.01%
223
-1,300
3190
$5K ﹤0.01%
832
3191
$5K ﹤0.01%
318
-518
3192
$5K ﹤0.01%
162
3193
$5K ﹤0.01%
+145
3194
$5K ﹤0.01%
103
3195
$5K ﹤0.01%
76
3196
$5K ﹤0.01%
500
-3,272
3197
$5K ﹤0.01%
143
3198
$5K ﹤0.01%
118
3199
$5K ﹤0.01%
+322
3200
$5K ﹤0.01%
+700
126 127
128
129 130