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
3476
$3K ﹤0.01%
116
3477
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118
3478
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257
3479
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929
+115
3480
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250
3481
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3482
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3483
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3484
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3485
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350
+200
3486
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500
3487
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142
-915
3488
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+100
3489
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100
3490
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1,092
3491
$3K ﹤0.01%
1,050
-3,000
3492
$3K ﹤0.01%
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3493
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3494
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143
-94
3495
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62
-183
3496
$3K ﹤0.01%
97
-998
3497
$3K ﹤0.01%
+96
3498
$3K ﹤0.01%
60
+48
3499
$3K ﹤0.01%
600
3500
$2K ﹤0.01%
+1
138 139
140
141 142