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
3601
$2K ﹤0.01%
25
-3
3602
$2K ﹤0.01%
+207
3603
$2K ﹤0.01%
440
-550
3604
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+55
3605
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+100
3606
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135
+76
3607
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200
3608
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35
3609
$2K ﹤0.01%
100
-31
3610
$2K ﹤0.01%
72
+52
3611
$2K ﹤0.01%
2,417
3612
$2K ﹤0.01%
78
3613
$2K ﹤0.01%
216
3614
$2K ﹤0.01%
152
-131
3615
$2K ﹤0.01%
1,014
-490
3616
$2K ﹤0.01%
100
3617
$2K ﹤0.01%
76
3618
$2K ﹤0.01%
619
+519
3619
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228
+16
3620
$2K ﹤0.01%
210
3621
$2K ﹤0.01%
70
3622
$2K ﹤0.01%
+245
3623
$2K ﹤0.01%
40
-366
3624
$2K ﹤0.01%
44
-1,188
3625
$2K ﹤0.01%
971
-700
143 144
145
146 147