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
2451
$20K ﹤0.01%
890
2452
$20K ﹤0.01%
406
2453
$20K ﹤0.01%
1,503
-702
2454
$20K ﹤0.01%
204
-24
2455
$19K ﹤0.01%
499
-782
2456
$19K ﹤0.01%
1,980
+780
2457
$19K ﹤0.01%
98
+30
2458
$19K ﹤0.01%
650
-1,875
2459
$19K ﹤0.01%
1,072
+90
2460
$19K ﹤0.01%
121
+10
2461
$19K ﹤0.01%
1,378
2462
$19K ﹤0.01%
2,154
2463
$19K ﹤0.01%
+2,848
2464
$19K ﹤0.01%
521
+86
2465
$19K ﹤0.01%
2,055
+35
2466
$19K ﹤0.01%
1,615
+40
2467
$19K ﹤0.01%
794
-12,941
2468
$19K ﹤0.01%
+2,374
2469
$19K ﹤0.01%
1,296
+357
2470
$19K ﹤0.01%
1,076
2471
$19K ﹤0.01%
263
2472
$19K ﹤0.01%
59
+50
2473
$19K ﹤0.01%
683
-838
2474
$19K ﹤0.01%
1,098
2475
$19K ﹤0.01%
1,294
-1,806
97 98
99
100 101