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
3526
$2K ﹤0.01%
100
3527
$2K ﹤0.01%
10
3528
$2K ﹤0.01%
+150
3529
$2K ﹤0.01%
23
-1,490
3530
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85
3531
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121
3532
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100
+38
3533
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118
-48
3534
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+35
3535
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500
3536
$2K ﹤0.01%
54
-53
3537
$2K ﹤0.01%
+140
3538
$2K ﹤0.01%
48
-344
3539
$2K ﹤0.01%
+81
3540
$2K ﹤0.01%
73
-74
3541
$2K ﹤0.01%
32
-54
3542
$2K ﹤0.01%
+60
3543
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39
3544
$2K ﹤0.01%
+50
3545
$2K ﹤0.01%
+20
3546
$2K ﹤0.01%
109
3547
$2K ﹤0.01%
63
+55
3548
$2K ﹤0.01%
+46
3549
$2K ﹤0.01%
554
-500
3550
$2K ﹤0.01%
+550
140 141
142
143 144