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
851
$319K 0.01%
16,945
+16,445
852
$319K 0.01%
3,666
+533
853
$318K 0.01%
3,007
+5
854
$317K 0.01%
7,126
-988
855
$316K 0.01%
13,242
+13,090
856
$315K 0.01%
2,729
-461
857
$314K 0.01%
24,014
-908
858
$314K 0.01%
21,477
+3,476
859
$313K 0.01%
10,246
-2,186
860
$312K 0.01%
3,377
-2,990
861
$312K 0.01%
8,500
-656
862
$312K 0.01%
8,961
-864
863
$309K 0.01%
9,496
-738
864
$307K 0.01%
7,604
+1,032
865
$307K 0.01%
8,939
+4,825
866
$307K 0.01%
3,299
-617
867
$307K 0.01%
8,378
+6,868
868
$304K 0.01%
8,670
-11,839
869
$302K 0.01%
883
-11,077
870
$302K 0.01%
6,298
+1,075
871
$301K 0.01%
10,899
-398
872
$301K 0.01%
4,388
-323
873
$300K 0.01%
4,603
+389
874
$300K 0.01%
11,462
+9,528
875
$299K 0.01%
5,980
+1,095
33 34
35
36 37