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
3376
$4K ﹤0.01%
+2,000
3377
$4K ﹤0.01%
100
-164
3378
$4K ﹤0.01%
199
+4
3379
$4K ﹤0.01%
272
3380
$4K ﹤0.01%
187
3381
$4K ﹤0.01%
240
3382
$4K ﹤0.01%
331
-1,000
3383
$4K ﹤0.01%
73
3384
$4K ﹤0.01%
2,439
+179
3385
$4K ﹤0.01%
123
+29
3386
$4K ﹤0.01%
2,665
+1,538
3387
$4K ﹤0.01%
396
3388
$4K ﹤0.01%
129
3389
$3K ﹤0.01%
100
-104
3390
$3K ﹤0.01%
150
-1,228
3391
$3K ﹤0.01%
52
-680
3392
$3K ﹤0.01%
+33
3393
$3K ﹤0.01%
+2,000
3394
$3K ﹤0.01%
241
3395
$3K ﹤0.01%
101
-76
3396
$3K ﹤0.01%
+450
3397
$3K ﹤0.01%
123
3398
$3K ﹤0.01%
19
-10
3399
– –
-1
3400
$3K ﹤0.01%
+85
134 135
136
137 138