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
3776
$1K ﹤0.01%
100
3777
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3778
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38
3779
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30
3780
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420
+29
3781
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3782
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500
3783
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3784
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300
3785
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92
3786
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264
+98
3787
$1K ﹤0.01%
14
-42
3788
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22
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3789
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18
3790
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23
3791
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3792
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3793
$1K ﹤0.01%
19
-107
3794
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-3,484
3795
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-10
3796
– –
-15,018
3797
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-164
3798
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-36
3799
– –
-1,258
3800
– –
-384
150 151
152
153 154