IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
118
-48
3527
$2K ﹤0.01%
+1
3528
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+35
3529
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500
3530
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54
-53
3531
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+140
3532
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48
-344
3533
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+81
3534
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73
-74
3535
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32
-54
3536
$2K ﹤0.01%
+60
3537
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39
3538
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+50
3539
$2K ﹤0.01%
+20
3540
$2K ﹤0.01%
109
3541
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63
+55
3542
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+46
3543
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554
-500
3544
$2K ﹤0.01%
+550
3545
$2K ﹤0.01%
86
-36
3546
$2K ﹤0.01%
134
3547
$2K ﹤0.01%
282
-1,174
3548
$2K ﹤0.01%
17
3549
$2K ﹤0.01%
204
3550
$2K ﹤0.01%
50
140 141
142
143 144