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
1276
$141K 0.01%
2,197
+1,255
1277
$141K 0.01%
9,451
-3,235
1278
$141K 0.01%
1,888
-539
1279
$140K 0.01%
3,881
+939
1280
$139K 0.01%
+5,079
1281
$139K 0.01%
+1,385
1282
$139K 0.01%
1,797
+1,670
1283
$139K 0.01%
5,399
+1,400
1284
$139K 0.01%
2,497
+222
1285
$138K 0.01%
3,096
-1,275
1286
$138K 0.01%
320
+220
1287
$138K 0.01%
1,093
+67
1288
$138K 0.01%
1,051
-251
1289
$138K 0.01%
5,614
+4,089
1290
$138K 0.01%
5,355
-3,650
1291
$137K 0.01%
4,894
-45
1292
$137K 0.01%
9,295
+6,445
1293
$137K 0.01%
6,650
1294
$137K 0.01%
1,315
+960
1295
$137K 0.01%
2,761
+1,750
1296
$136K 0.01%
2,081
-1,578
1297
$136K 0.01%
1,321
-1,453
1298
$135K 0.01%
2,339
-2,919
1299
$135K 0.01%
2,800
-126
1300
$135K 0.01%
452
+58
50 51
52
53 54