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
3501
$2K ﹤0.01%
44
-1,188
3502
$2K ﹤0.01%
971
-700
3503
$2K ﹤0.01%
1,500
-100
3504
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+258
3505
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+816
3506
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101
3507
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294
3508
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27
3509
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+55
3510
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60
3511
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74
3512
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691
-486
3513
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59
-15
3514
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114
+62
3515
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116
-144
3516
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99
3517
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548
+454
3518
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200
3519
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+40
3520
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+100
3521
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3
3522
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90
+10
3523
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+1
3524
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45
3525
$2K ﹤0.01%
100
-35
139 140
141
142 143