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
3576
$2K ﹤0.01%
120
+8
3577
$2K ﹤0.01%
67
-3
3578
$2K ﹤0.01%
68
-64
3579
$2K ﹤0.01%
184
-22
3580
$2K ﹤0.01%
143
3581
$2K ﹤0.01%
40
3582
$2K ﹤0.01%
100
3583
$2K ﹤0.01%
94
3584
$2K ﹤0.01%
1,000
3585
$2K ﹤0.01%
3,000
3586
$2K ﹤0.01%
34
-50
3587
$2K ﹤0.01%
31
3588
$2K ﹤0.01%
45
3589
$2K ﹤0.01%
82
+52
3590
$2K ﹤0.01%
69
+52
3591
$2K ﹤0.01%
104
3592
$2K ﹤0.01%
24
-535
3593
$2K ﹤0.01%
1
3594
$2K ﹤0.01%
+108
3595
$2K ﹤0.01%
1
3596
$2K ﹤0.01%
120
+110
3597
$2K ﹤0.01%
25
-3
3598
$2K ﹤0.01%
+207
3599
$2K ﹤0.01%
440
-550
3600
$2K ﹤0.01%
+55
142 143
144
145 146