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
3701
$1K ﹤0.01%
+44
3702
$1K ﹤0.01%
18
3703
$1K ﹤0.01%
79
3704
$1K ﹤0.01%
+25
3705
$1K ﹤0.01%
+110
3706
$1K ﹤0.01%
+6
3707
$1K ﹤0.01%
61
3708
$1K ﹤0.01%
300
-10
3709
$1K ﹤0.01%
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3710
$1K ﹤0.01%
20
3711
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31
-48
3712
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20
-773
3713
$1K ﹤0.01%
+14
3714
$1K ﹤0.01%
52
3715
$1K ﹤0.01%
3
3716
$1K ﹤0.01%
+25
3717
$1K ﹤0.01%
90
+69
3718
$1K ﹤0.01%
32
3719
$1K ﹤0.01%
+57
3720
$1K ﹤0.01%
202
3721
$1K ﹤0.01%
80
3722
$1K ﹤0.01%
60
3723
$1K ﹤0.01%
+76
3724
$1K ﹤0.01%
+44
3725
$1K ﹤0.01%
250
147 148
149
150 151