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
4251
$0 ﹤0.01%
17
4252
– –
-1,790
4253
$0 ﹤0.01%
35
4254
– –
-52
4255
– –
-1,000
4256
– –
-235
4257
– –
-272
4258
– –
-351
4259
$0 ﹤0.01%
3
4260
$0 ﹤0.01%
143
4261
– –
-2,000
4262
– –
-166
4263
– –
-197
4264
$0 ﹤0.01%
+2
4265
– –
-1,000
4266
– –
-65
4267
$0 ﹤0.01%
10
4268
– –
-100
4269
– –
-7,853
4270
– –
-107
4271
– –
0
4272
– –
-100
4273
$0 ﹤0.01%
14
4274
– –
-6,678
4275
– –
0
168 169 170
171
172