IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2426
$20K ﹤0.01%
250
+200
2427
$20K ﹤0.01%
948
+347
2428
$20K ﹤0.01%
288
+162
2429
$20K ﹤0.01%
121
2430
$20K ﹤0.01%
214
-24
2431
$20K ﹤0.01%
1,201
2432
$20K ﹤0.01%
1,740
+980
2433
$20K ﹤0.01%
+375
2434
$20K ﹤0.01%
+1,276
2435
$20K ﹤0.01%
862
2436
$20K ﹤0.01%
461
2437
$20K ﹤0.01%
135
2438
$20K ﹤0.01%
1,310
+1,000
2439
$20K ﹤0.01%
+1,500
2440
$20K ﹤0.01%
320
-100
2441
$20K ﹤0.01%
717
2442
$20K ﹤0.01%
258
+86
2443
$20K ﹤0.01%
294
+1
2444
$20K ﹤0.01%
7,036
+1
2445
$20K ﹤0.01%
238
+193
2446
$20K ﹤0.01%
383
+92
2447
$20K ﹤0.01%
1,982
+299
2448
$20K ﹤0.01%
+2,037
2449
$20K ﹤0.01%
321
+157
2450
$20K ﹤0.01%
900
96 97
98
99 100