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
3651
$1K ﹤0.01%
32
-288
3652
$1K ﹤0.01%
+218
3653
$1K ﹤0.01%
148
+38
3654
$1K ﹤0.01%
30
-2,244
3655
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+50
3656
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+6
3657
$1K ﹤0.01%
87
+44
3658
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9
-191
3659
$1K ﹤0.01%
140
3660
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35
3661
$1K ﹤0.01%
37
-62
3662
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+78
3663
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68
3664
$1K ﹤0.01%
40
+1
3665
$1K ﹤0.01%
+13
3666
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+100
3667
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45
-41
3668
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42
3669
$1K ﹤0.01%
+41
3670
$1K ﹤0.01%
100
-393
3671
$1K ﹤0.01%
100
3672
$1K ﹤0.01%
+36
3673
$1K ﹤0.01%
+14
3674
$1K ﹤0.01%
500
-1,103
3675
$1K ﹤0.01%
190
+100
145 146
147
148 149