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
1151
$170K 0.01%
5,081
+4,063
1152
$170K 0.01%
3,321
-858
1153
$170K 0.01%
1,452
-903
1154
$169K 0.01%
4,026
+3,883
1155
$169K 0.01%
1,873
-1,814
1156
$168K 0.01%
3,101
+2,850
1157
$168K 0.01%
7,693
-2,021
1158
$168K 0.01%
6,488
+2,288
1159
$168K 0.01%
10,885
-33,510
1160
$168K 0.01%
751
+265
1161
$168K 0.01%
1,619
-129
1162
$167K 0.01%
3,410
-40
1163
$167K 0.01%
1,526
-130
1164
$167K 0.01%
12,280
+134
1165
$167K 0.01%
5,063
+1,443
1166
$166K 0.01%
766
-810
1167
$166K 0.01%
1,277
+176
1168
$166K 0.01%
2,551
+871
1169
$166K 0.01%
158
+8
1170
$165K 0.01%
2,486
+1,265
1171
$165K 0.01%
+12,160
1172
$165K 0.01%
3,419
1173
$164K 0.01%
9,634
+61
1174
$164K 0.01%
3,223
+990
1175
$164K 0.01%
548
45 46
47
48 49