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
3626
$2K ﹤0.01%
1,500
-100
3627
$2K ﹤0.01%
150
3628
$2K ﹤0.01%
26
3629
$1K ﹤0.01%
25
-9
3630
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10
3631
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176
3632
$1K ﹤0.01%
35
3633
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37
-62
3634
$1K ﹤0.01%
+78
3635
$1K ﹤0.01%
68
3636
$1K ﹤0.01%
40
+1
3637
$1K ﹤0.01%
45
-41
3638
$1K ﹤0.01%
100
3639
$1K ﹤0.01%
+14
3640
$1K ﹤0.01%
500
-1,103
3641
$1K ﹤0.01%
230
3642
$1K ﹤0.01%
190
+100
3643
$1K ﹤0.01%
500
3644
$1K ﹤0.01%
65
3645
$1K ﹤0.01%
300
3646
$1K ﹤0.01%
92
3647
$1K ﹤0.01%
264
+98
3648
$1K ﹤0.01%
14
-42
3649
$1K ﹤0.01%
22
+20
3650
$1K ﹤0.01%
18
144 145
146
147 148