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
2351
$23K ﹤0.01%
548
2352
$23K ﹤0.01%
195
-228
2353
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167
-127
2354
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+800
2355
$23K ﹤0.01%
714
-14
2356
$23K ﹤0.01%
1,600
2357
$23K ﹤0.01%
1,740
2358
$23K ﹤0.01%
400
+17
2359
$23K ﹤0.01%
712
+152
2360
$23K ﹤0.01%
+914
2361
$23K ﹤0.01%
527
+174
2362
$23K ﹤0.01%
477
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2363
$23K ﹤0.01%
831
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2364
$23K ﹤0.01%
2,500
-220
2365
$23K ﹤0.01%
1,890
2366
$22K ﹤0.01%
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2367
$22K ﹤0.01%
306
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$22K ﹤0.01%
534
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2369
$22K ﹤0.01%
725
2370
$22K ﹤0.01%
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2371
$22K ﹤0.01%
2,400
2372
$22K ﹤0.01%
1,069
2373
$22K ﹤0.01%
1,509
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2374
$22K ﹤0.01%
1,000
2375
$22K ﹤0.01%
750
-750
93 94
95
96 97