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
3776
$1K ﹤0.01%
80
3777
$1K ﹤0.01%
35
3778
$1K ﹤0.01%
+218
3779
$1K ﹤0.01%
30
-2,244
3780
$1K ﹤0.01%
+50
3781
$1K ﹤0.01%
+6
3782
$1K ﹤0.01%
87
+44
3783
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16
3784
$1K ﹤0.01%
53
-515
3785
$1K ﹤0.01%
9
-191
3786
$1K ﹤0.01%
140
3787
$1K ﹤0.01%
+39
3788
$1K ﹤0.01%
+84
3789
$1K ﹤0.01%
39
3790
$1K ﹤0.01%
+21
3791
$1K ﹤0.01%
54
3792
$1K ﹤0.01%
115
+79
3793
$1K ﹤0.01%
+100
3794
– –
-1,114
3795
– –
-2,212
3796
– –
-19
3797
– –
-8
3798
– –
-18
3799
– –
-3
3800
– –
-5,600
150 151
152
153 154