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
3676
$1K ﹤0.01%
46
-94
3677
$1K ﹤0.01%
109
+25
3678
$1K ﹤0.01%
+73
3679
$1K ﹤0.01%
201
-557
3680
$1K ﹤0.01%
+56
3681
$1K ﹤0.01%
+1
3682
$1K ﹤0.01%
22
-1
3683
$1K ﹤0.01%
+1
3684
$1K ﹤0.01%
+1
3685
$1K ﹤0.01%
20
-120
3686
$1K ﹤0.01%
+122
3687
$1K ﹤0.01%
27
-917
3688
$1K ﹤0.01%
+10
3689
$1K ﹤0.01%
+8
3690
$1K ﹤0.01%
14
+8
3691
$1K ﹤0.01%
+36
3692
$1K ﹤0.01%
+44
3693
$1K ﹤0.01%
18
3694
$1K ﹤0.01%
79
3695
$1K ﹤0.01%
+25
3696
$1K ﹤0.01%
+110
3697
$1K ﹤0.01%
+6
3698
$1K ﹤0.01%
61
3699
$1K ﹤0.01%
300
-10
3700
$1K ﹤0.01%
32
146 147
148
149 150