IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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 +$9.09M
2 +$8.65M
3 +$8.31M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.87M
5
MU icon
Micron Technology
MU
+$6.47M

Sector Composition

1 Technology 6.08%
2 Financials 5.11%
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
2901
$9K ﹤0.01%
1,000
2902
$9K ﹤0.01%
2,470
+200
2903
$9K ﹤0.01%
96
-112
2904
$9K ﹤0.01%
76
+24
2905
$9K ﹤0.01%
163
-340
2906
$9K ﹤0.01%
354
+141
2907
$9K ﹤0.01%
862
-299
2908
$9K ﹤0.01%
200
-107
2909
$9K ﹤0.01%
397
-5,800
2910
$9K ﹤0.01%
511
2911
$9K ﹤0.01%
122
+76
2912
$9K ﹤0.01%
243
-246
2913
$9K ﹤0.01%
+463
2914
$9K ﹤0.01%
507
+73
2915
$9K ﹤0.01%
331
-2,028
2916
$9K ﹤0.01%
100
-69
2917
$9K ﹤0.01%
1,000
+752
2918
$9K ﹤0.01%
249
+116
2919
$9K ﹤0.01%
280
+27
2920
$9K ﹤0.01%
600
-5,367
2921
$9K ﹤0.01%
467
+67
2922
$9K ﹤0.01%
314
-854
2923
$9K ﹤0.01%
329
+105
2924
$9K ﹤0.01%
325
+52
2925
$9K ﹤0.01%
3
-21