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
3701
$1K ﹤0.01%
20
3702
$1K ﹤0.01%
31
-48
3703
$1K ﹤0.01%
20
-773
3704
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+14
3705
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3706
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3
3707
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+25
3708
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90
+69
3709
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3710
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3711
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3712
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3713
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3714
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3715
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+44
3716
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250
3717
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3718
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20
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3719
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3720
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3721
$1K ﹤0.01%
50
-22
3722
$1K ﹤0.01%
37
-291
3723
$1K ﹤0.01%
+73
3724
$1K ﹤0.01%
36
+14
3725
$1K ﹤0.01%
+1
147 148
149
150 151