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
3301
$4K ﹤0.01%
84
+6
3302
$4K ﹤0.01%
500
3303
$4K ﹤0.01%
98
3304
$4K ﹤0.01%
216
3305
$4K ﹤0.01%
131
+95
3306
$4K ﹤0.01%
128
-36
3307
$4K ﹤0.01%
114
-597
3308
$4K ﹤0.01%
+151
3309
$4K ﹤0.01%
1,800
3310
$4K ﹤0.01%
202
3311
$4K ﹤0.01%
121
-2,472
3312
$4K ﹤0.01%
117
-101
3313
$4K ﹤0.01%
376
+350
3314
$4K ﹤0.01%
210
-1,084
3315
$4K ﹤0.01%
140
-891
3316
$4K ﹤0.01%
97
3317
$4K ﹤0.01%
70
3318
$4K ﹤0.01%
9
+6
3319
$4K ﹤0.01%
113
-1,739
3320
$4K ﹤0.01%
128
-3
3321
$4K ﹤0.01%
368
-15
3322
$4K ﹤0.01%
1,380
3323
$4K ﹤0.01%
610
3324
$4K ﹤0.01%
245
3325
$4K ﹤0.01%
95
-1,967
131 132
133
134 135