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
2951
$9K ﹤0.01%
802
+395
2952
$9K ﹤0.01%
458
2953
$9K ﹤0.01%
274
2954
$9K ﹤0.01%
200
2955
$9K ﹤0.01%
1,269
2956
$9K ﹤0.01%
294
2957
$9K ﹤0.01%
+4,085
2958
$9K ﹤0.01%
675
2959
$9K ﹤0.01%
3,071
2960
$9K ﹤0.01%
594
-193
2961
$9K ﹤0.01%
555
+46
2962
$9K ﹤0.01%
200
2963
$9K ﹤0.01%
192
+70
2964
$8K ﹤0.01%
250
2965
$8K ﹤0.01%
234
+65
2966
$8K ﹤0.01%
162
2967
$8K ﹤0.01%
484
+26
2968
$8K ﹤0.01%
306
-651
2969
$8K ﹤0.01%
197
-78
2970
$8K ﹤0.01%
132
2971
$8K ﹤0.01%
593
+93
2972
$8K ﹤0.01%
1,000
2973
$8K ﹤0.01%
+305
2974
$8K ﹤0.01%
413
2975
$8K ﹤0.01%
1,000
-1,000