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
3426
$3K ﹤0.01%
+22
3427
$3K ﹤0.01%
83
-204
3428
$3K ﹤0.01%
500
3429
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174
+153
3430
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177
-494
3431
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386
3432
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224
3433
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+166
3434
$3K ﹤0.01%
42
3435
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15
3436
$3K ﹤0.01%
200
3437
$3K ﹤0.01%
256
3438
$3K ﹤0.01%
+1,000
3439
$3K ﹤0.01%
198
-31
3440
$3K ﹤0.01%
+87
3441
$3K ﹤0.01%
69
+48
3442
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266
+104
3443
$3K ﹤0.01%
+200
3444
$3K ﹤0.01%
175
3445
$3K ﹤0.01%
+50
3446
$3K ﹤0.01%
150
3447
$3K ﹤0.01%
198
+60
3448
$3K ﹤0.01%
174
3449
$3K ﹤0.01%
50
-387
3450
$3K ﹤0.01%
32
136 137
138
139 140