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
3401
$3K ﹤0.01%
+33
3402
$3K ﹤0.01%
+2,000
3403
$3K ﹤0.01%
241
3404
$3K ﹤0.01%
101
-76
3405
$3K ﹤0.01%
+450
3406
$3K ﹤0.01%
123
3407
$3K ﹤0.01%
19
-10
3408
– –
-1
3409
$3K ﹤0.01%
+85
3410
$3K ﹤0.01%
200
3411
$3K ﹤0.01%
625
3412
$3K ﹤0.01%
+79
3413
$3K ﹤0.01%
100
-600
3414
$3K ﹤0.01%
+86
3415
$3K ﹤0.01%
101
-79
3416
$3K ﹤0.01%
26
3417
$3K ﹤0.01%
135
3418
$3K ﹤0.01%
+100
3419
$3K ﹤0.01%
914
+100
3420
$3K ﹤0.01%
+240
3421
$3K ﹤0.01%
6,527
+27
3422
$3K ﹤0.01%
251
3423
$3K ﹤0.01%
60
3424
$3K ﹤0.01%
64
+22
3425
$3K ﹤0.01%
+162
135 136
137
138 139