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

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
2926
$9K ﹤0.01%
132
-180
2927
$9K ﹤0.01%
92
-5
2928
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700
2929
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2930
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1,000
2931
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2,470
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2932
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2933
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+24
2934
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2935
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354
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2936
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862
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2937
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2938
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397
-5,800
2939
$9K ﹤0.01%
511
2940
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122
+76
2941
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+70
2942
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243
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2943
$9K ﹤0.01%
+463
2944
$9K ﹤0.01%
507
+73
2945
$9K ﹤0.01%
331
-2,028
2946
$9K ﹤0.01%
100
-69
2947
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74
-57
2948
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84
-3
2949
$9K ﹤0.01%
567
+44
2950
$9K ﹤0.01%
200