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
3576
$2K ﹤0.01%
144
-461
3577
$2K ﹤0.01%
691
-486
3578
$2K ﹤0.01%
59
-15
3579
$2K ﹤0.01%
+82
3580
$2K ﹤0.01%
120
+8
3581
$2K ﹤0.01%
41
+5
3582
$2K ﹤0.01%
67
-3
3583
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68
-64
3584
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184
-22
3585
$2K ﹤0.01%
143
3586
$2K ﹤0.01%
40
3587
$2K ﹤0.01%
100
3588
$2K ﹤0.01%
94
3589
$2K ﹤0.01%
1,000
3590
$2K ﹤0.01%
114
+62
3591
$2K ﹤0.01%
3,000
3592
$2K ﹤0.01%
34
-50
3593
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31
3594
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45
3595
$2K ﹤0.01%
82
+52
3596
$2K ﹤0.01%
1
3597
$2K ﹤0.01%
+108
3598
$2K ﹤0.01%
200
3599
$2K ﹤0.01%
4
+3
3600
$2K ﹤0.01%
+806
142 143
144
145 146