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
2076
$37K ﹤0.01%
4,176
+1,951
2077
$37K ﹤0.01%
2,340
+559
2078
$37K ﹤0.01%
+235
2079
$37K ﹤0.01%
1,350
-1,375
2080
$37K ﹤0.01%
1,624
+284
2081
$37K ﹤0.01%
645
-156
2082
$37K ﹤0.01%
506
-3
2083
$37K ﹤0.01%
2,475
2084
$37K ﹤0.01%
3,429
+3,350
2085
$37K ﹤0.01%
861
-108
2086
$37K ﹤0.01%
1,764
2087
$36K ﹤0.01%
815
+625
2088
$36K ﹤0.01%
554
2089
$36K ﹤0.01%
2,100
2090
$36K ﹤0.01%
347
-116
2091
$36K ﹤0.01%
930
+37
2092
$36K ﹤0.01%
1,176
-1,282
2093
$36K ﹤0.01%
1,342
+1,082
2094
$36K ﹤0.01%
926
-208
2095
$36K ﹤0.01%
272
+24
2096
$36K ﹤0.01%
3,200
2097
$36K ﹤0.01%
+738
2098
$36K ﹤0.01%
965
+628
2099
$36K ﹤0.01%
1,440
+325
2100
$35K ﹤0.01%
802
+766
82 83
84
85 86