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
3276
$4K ﹤0.01%
102
3277
$4K ﹤0.01%
132
3278
$4K ﹤0.01%
40
3279
$4K ﹤0.01%
245
-49
3280
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108
3281
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121
-41
3282
– –
0
3283
$4K ﹤0.01%
+400
3284
$4K ﹤0.01%
312
3285
$4K ﹤0.01%
214
-527
3286
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264
3287
$4K ﹤0.01%
187
3288
$4K ﹤0.01%
240
3289
$4K ﹤0.01%
331
-1,000
3290
$4K ﹤0.01%
73
3291
$4K ﹤0.01%
2,439
+179
3292
$4K ﹤0.01%
123
+29
3293
$4K ﹤0.01%
2,665
+1,538
3294
$4K ﹤0.01%
51
3295
$4K ﹤0.01%
127
-179
3296
$4K ﹤0.01%
104
+89
3297
$4K ﹤0.01%
127
+35
3298
$4K ﹤0.01%
+52
3299
$4K ﹤0.01%
400
3300
$4K ﹤0.01%
768
-2,907
130 131
132
133 134