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
3326
$4K ﹤0.01%
368
-15
3327
$4K ﹤0.01%
1,380
3328
$4K ﹤0.01%
610
3329
$4K ﹤0.01%
245
3330
$4K ﹤0.01%
95
-1,967
3331
$4K ﹤0.01%
624
-4,176
3332
$4K ﹤0.01%
78
3333
$4K ﹤0.01%
235
+10
3334
$4K ﹤0.01%
102
3335
$4K ﹤0.01%
81
3336
$4K ﹤0.01%
131
3337
$4K ﹤0.01%
132
3338
$4K ﹤0.01%
71
3339
$4K ﹤0.01%
198
-63
3340
$4K ﹤0.01%
100
3341
$4K ﹤0.01%
77
3342
$4K ﹤0.01%
220
3343
$4K ﹤0.01%
79
3344
$4K ﹤0.01%
+200
3345
$4K ﹤0.01%
2
-15
3346
$4K ﹤0.01%
175
+45
3347
$4K ﹤0.01%
+100
3348
$4K ﹤0.01%
53
-167
3349
$4K ﹤0.01%
300
3350
$4K ﹤0.01%
150
-1,605
132 133
134
135 136