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
2401
$21K ﹤0.01%
249
-71
2402
$21K ﹤0.01%
2,190
-408
2403
$21K ﹤0.01%
1,582
2404
$21K ﹤0.01%
125
2405
$21K ﹤0.01%
236
-151
2406
$21K ﹤0.01%
362
-124
2407
$21K ﹤0.01%
699
+195
2408
$21K ﹤0.01%
3,655
+507
2409
$21K ﹤0.01%
248
2410
$21K ﹤0.01%
498
-4,599
2411
$21K ﹤0.01%
3,888
+348
2412
$21K ﹤0.01%
872
-188
2413
$21K ﹤0.01%
186
+10
2414
$21K ﹤0.01%
194
+57
2415
$21K ﹤0.01%
+858
2416
$21K ﹤0.01%
272
-2
2417
$21K ﹤0.01%
1,000
2418
$21K ﹤0.01%
609
-851
2419
$21K ﹤0.01%
+1,000
2420
$21K ﹤0.01%
199
-237
2421
$21K ﹤0.01%
+1,017
2422
$21K ﹤0.01%
299
-5,586
2423
$20K ﹤0.01%
321
+157
2424
$20K ﹤0.01%
900
2425
$20K ﹤0.01%
1,310
+1,000
95 96
97
98 99