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
2926
$9K ﹤0.01%
271
+134
2927
$9K ﹤0.01%
150
2928
$9K ﹤0.01%
300
2929
$9K ﹤0.01%
19
+2
2930
$9K ﹤0.01%
256
-8
2931
$9K ﹤0.01%
7,800
+3,800
2932
$9K ﹤0.01%
210
-2,341
2933
$9K ﹤0.01%
1,650
-7,096
2934
$9K ﹤0.01%
500
-795
2935
$9K ﹤0.01%
393
+69
2936
$9K ﹤0.01%
464
-225
2937
$9K ﹤0.01%
60
+27
2938
$9K ﹤0.01%
142
2939
$9K ﹤0.01%
245
+28
2940
$9K ﹤0.01%
276
2941
$9K ﹤0.01%
227
2942
$9K ﹤0.01%
300
-3,242
2943
$9K ﹤0.01%
1,000
2944
$9K ﹤0.01%
331
2945
$9K ﹤0.01%
166
-427
2946
$9K ﹤0.01%
3,864
2947
$9K ﹤0.01%
+207
2948
$9K ﹤0.01%
74
-57
2949
$9K ﹤0.01%
84
-3
2950
$9K ﹤0.01%
567
+44