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
826
$340K 0.01%
50,732
-18,702
827
$340K 0.01%
5,815
+844
828
$340K 0.01%
5,388
-1,354
829
$338K 0.01%
7,392
+454
830
$337K 0.01%
3,798
+267
831
$336K 0.01%
165
+24
832
$336K 0.01%
17,153
+740
833
$335K 0.01%
1,970
+118
834
$335K 0.01%
4,572
+2,302
835
$334K 0.01%
+14,175
836
$334K 0.01%
4,162
+1,711
837
$334K 0.01%
15,795
+363
838
$333K 0.01%
14,633
-3,807
839
$332K 0.01%
5,817
-24,685
840
$331K 0.01%
7,908
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841
$328K 0.01%
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842
$328K 0.01%
4,805
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843
$327K 0.01%
9,436
+3,564
844
$327K 0.01%
3,850
-357
845
$327K 0.01%
10,035
-6,309
846
$327K 0.01%
3,971
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847
$326K 0.01%
5,290
+504
848
$325K 0.01%
9,052
+1,492
849
$324K 0.01%
5,534
-356
850
$319K 0.01%
11,437
+11,390
32 33
34
35 36