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
3601
$2K ﹤0.01%
+100
3602
$2K ﹤0.01%
100
-31
3603
$2K ﹤0.01%
72
+52
3604
$2K ﹤0.01%
2,417
3605
$2K ﹤0.01%
78
3606
$2K ﹤0.01%
216
3607
$2K ﹤0.01%
152
-131
3608
$2K ﹤0.01%
1,014
-490
3609
$2K ﹤0.01%
100
3610
$2K ﹤0.01%
210
3611
$2K ﹤0.01%
70
3612
$2K ﹤0.01%
+245
3613
$2K ﹤0.01%
40
-366
3614
$2K ﹤0.01%
150
3615
$2K ﹤0.01%
26
3616
$2K ﹤0.01%
144
-461
3617
$2K ﹤0.01%
86
-36
3618
$2K ﹤0.01%
76
3619
$2K ﹤0.01%
41
+5
3620
$2K ﹤0.01%
200
3621
$2K ﹤0.01%
4
+3
3622
$2K ﹤0.01%
+806
3623
$2K ﹤0.01%
135
+76
3624
$2K ﹤0.01%
200
3625
$2K ﹤0.01%
35
143 144
145
146 147