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
3276
$4K ﹤0.01%
128
+4
3277
$4K ﹤0.01%
159
-3
3278
$4K ﹤0.01%
103
-104
3279
$4K ﹤0.01%
400
3280
$4K ﹤0.01%
768
-2,907
3281
$4K ﹤0.01%
+151
3282
$4K ﹤0.01%
56
-94
3283
$4K ﹤0.01%
38
3284
$4K ﹤0.01%
150
3285
$4K ﹤0.01%
97
3286
$4K ﹤0.01%
64
+58
3287
$4K ﹤0.01%
+380
3288
$4K ﹤0.01%
161
3289
$4K ﹤0.01%
68
3290
$4K ﹤0.01%
83
3291
$4K ﹤0.01%
184
+55
3292
$4K ﹤0.01%
3,750
-750
3293
$4K ﹤0.01%
670
-1,356
3294
$4K ﹤0.01%
50
3295
$4K ﹤0.01%
245
-49
3296
$4K ﹤0.01%
108
3297
$4K ﹤0.01%
171
-527
3298
$4K ﹤0.01%
225
3299
$4K ﹤0.01%
+76
3300
$4K ﹤0.01%
297
130 131
132
133 134