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
3676
$1K ﹤0.01%
14
+8
3677
$1K ﹤0.01%
+36
3678
$1K ﹤0.01%
+73
3679
$1K ﹤0.01%
200
3680
$1K ﹤0.01%
39
-16
3681
$1K ﹤0.01%
320
+120
3682
$1K ﹤0.01%
15
-741
3683
$1K ﹤0.01%
100
-2,267
3684
$1K ﹤0.01%
122
+82
3685
$1K ﹤0.01%
22
-38
3686
$1K ﹤0.01%
92
3687
$1K ﹤0.01%
5
3688
$1K ﹤0.01%
46
-94
3689
$1K ﹤0.01%
109
+25
3690
$1K ﹤0.01%
38
3691
$1K ﹤0.01%
30
3692
$1K ﹤0.01%
420
+29
3693
$1K ﹤0.01%
257
3694
$1K ﹤0.01%
+73
3695
$1K ﹤0.01%
+1
3696
$1K ﹤0.01%
20
-120
3697
$1K ﹤0.01%
+122
3698
$1K ﹤0.01%
27
-917
3699
$1K ﹤0.01%
+10
3700
$1K ﹤0.01%
+8
146 147
148
149 150