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
3251
$5K ﹤0.01%
80
-12
3252
$5K ﹤0.01%
110
+8
3253
$5K ﹤0.01%
490
+155
3254
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168
+59
3255
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745
3256
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200
3257
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410
-171
3258
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150
3259
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28
-40
3260
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+136
3261
$5K ﹤0.01%
683
+13
3262
$5K ﹤0.01%
24
3263
$5K ﹤0.01%
123
3264
$5K ﹤0.01%
1,430
3265
$5K ﹤0.01%
89
3266
$5K ﹤0.01%
100
3267
$5K ﹤0.01%
159
3268
$5K ﹤0.01%
191
-186
3269
$5K ﹤0.01%
56
-3,006
3270
$5K ﹤0.01%
+86
3271
$5K ﹤0.01%
447
+3
3272
$5K ﹤0.01%
127
-3,073
3273
$4K ﹤0.01%
624
-4,176
3274
$4K ﹤0.01%
78
3275
$4K ﹤0.01%
235
+10
129 130
131
132 133