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
3751
$1K ﹤0.01%
10
-5
3752
$1K ﹤0.01%
149
-1,549
3753
$1K ﹤0.01%
100
3754
$1K ﹤0.01%
570
-3,000
3755
$1K ﹤0.01%
+7
3756
– –
0
3757
$1K ﹤0.01%
52
-568
3758
$1K ﹤0.01%
+36
3759
$1K ﹤0.01%
+68
3760
$1K ﹤0.01%
600
3761
$1K ﹤0.01%
57
3762
$1K ﹤0.01%
6
3763
$1K ﹤0.01%
47
3764
$1K ﹤0.01%
3
-1,235
3765
$1K ﹤0.01%
32
-288
3766
$1K ﹤0.01%
48
-54
3767
$1K ﹤0.01%
17
3768
$1K ﹤0.01%
+27
3769
$1K ﹤0.01%
12
3770
$1K ﹤0.01%
37
3771
$1K ﹤0.01%
24
+18
3772
$1K ﹤0.01%
32
+10
3773
$1K ﹤0.01%
+37
3774
$1K ﹤0.01%
+77
3775
$1K ﹤0.01%
200
149 150
151
152 153