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
3851
– –
-1,167
3852
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-1,800
3853
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-1
3854
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-119
3855
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-17
3856
$0 ﹤0.01%
6,550
3857
$0 ﹤0.01%
13
3858
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-100
3859
$0 ﹤0.01%
39
3860
$0 ﹤0.01%
100
3861
$0 ﹤0.01%
2
3862
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-266
3863
$0 ﹤0.01%
2
-23
3864
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0
3865
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0
3866
$0 ﹤0.01%
3
3867
– –
-233
3868
$0 ﹤0.01%
4
3869
$0 ﹤0.01%
1
3870
$0 ﹤0.01%
10
3871
$0 ﹤0.01%
95
3872
$0 ﹤0.01%
11
3873
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-30
3874
– –
-1,194
3875
– –
-600
153 154
155
156 157