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
1476
$99K ﹤0.01%
712
+16
1477
$99K ﹤0.01%
+2,920
1478
$99K ﹤0.01%
2,787
-1,265
1479
$98K ﹤0.01%
9,317
1480
$98K ﹤0.01%
3,982
-1,608
1481
$98K ﹤0.01%
3,858
-1,985
1482
$98K ﹤0.01%
7,443
+225
1483
$98K ﹤0.01%
1,956
-60
1484
$98K ﹤0.01%
930
-99
1485
$98K ﹤0.01%
1,488
+334
1486
$98K ﹤0.01%
1,007
+512
1487
$97K ﹤0.01%
4,643
+823
1488
$97K ﹤0.01%
5,132
+1,434
1489
$97K ﹤0.01%
1,637
+936
1490
$97K ﹤0.01%
1,301
1491
$97K ﹤0.01%
281
1492
$97K ﹤0.01%
929
-4,874
1493
$97K ﹤0.01%
2,609
+421
1494
$96K ﹤0.01%
3,435
-1,335
1495
$96K ﹤0.01%
2,010
1496
$96K ﹤0.01%
1,996
-330
1497
$96K ﹤0.01%
2,241
-483
1498
$96K ﹤0.01%
10,000
1499
$95K ﹤0.01%
5,622
+3,924
1500
$95K ﹤0.01%
1,705
+1,645
58 59
60
61 62