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
4176
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-45
4177
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4178
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4179
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4180
$0 ﹤0.01%
1
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-2
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4183
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4184
$0 ﹤0.01%
2
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4185
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4186
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4187
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4188
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4189
$0 ﹤0.01%
13
4190
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-57
4191
$0 ﹤0.01%
55
-2
4192
$0 ﹤0.01%
1,397
+24
4193
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-18
4194
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-3
4195
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-1,500
4196
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-1,167
4197
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-1,800
4198
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-1
4199
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4200
– –
-17
166 167
168
169 170