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
3626
$2K ﹤0.01%
76
3627
$2K ﹤0.01%
619
+519
3628
$2K ﹤0.01%
228
+16
3629
$1K ﹤0.01%
+27
3630
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6
-8
3631
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30
-425
3632
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-210
3633
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15
3634
$1K ﹤0.01%
1,689
3635
$1K ﹤0.01%
250
3636
$1K ﹤0.01%
18
3637
$1K ﹤0.01%
8
-15
3638
$1K ﹤0.01%
+88
3639
$1K ﹤0.01%
108
-178
3640
$1K ﹤0.01%
2
-4
3641
$1K ﹤0.01%
90
-242
3642
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53
-1
3643
$1K ﹤0.01%
20
-4
3644
$1K ﹤0.01%
200
3645
$1K ﹤0.01%
39
-16
3646
$1K ﹤0.01%
320
+120
3647
$1K ﹤0.01%
15
-741
3648
$1K ﹤0.01%
+14
3649
$1K ﹤0.01%
69
-19
3650
$1K ﹤0.01%
3
-1,235
144 145
146
147 148