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
3726
$1K ﹤0.01%
+23
3727
$1K ﹤0.01%
20
-400
3728
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3729
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+42
3730
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3731
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3732
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3733
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3734
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3735
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-31
3736
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3737
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3738
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42
3739
$1K ﹤0.01%
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3740
$1K ﹤0.01%
74
+18
3741
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3742
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3743
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-393
3744
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148
+38
3745
$1K ﹤0.01%
1
3746
$1K ﹤0.01%
15
3747
$1K ﹤0.01%
+150
3748
$1K ﹤0.01%
+14
3749
$1K ﹤0.01%
69
-19
3750
$1K ﹤0.01%
25
148 149
150
151 152