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

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
2951
$9K ﹤0.01%
567
+44
2952
$9K ﹤0.01%
802
+395
2953
$9K ﹤0.01%
458
2954
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274
2955
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200
2956
$9K ﹤0.01%
1,269
2957
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294
2958
$9K ﹤0.01%
+4,085
2959
$9K ﹤0.01%
675
2960
$9K ﹤0.01%
3,071
2961
$9K ﹤0.01%
594
-193
2962
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555
+46
2963
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200
2964
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+66
2965
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197
-78
2966
$8K ﹤0.01%
132
2967
$8K ﹤0.01%
593
+93
2968
$8K ﹤0.01%
1,000
2969
$8K ﹤0.01%
215
+155
2970
$8K ﹤0.01%
569
2971
$8K ﹤0.01%
+205
2972
$8K ﹤0.01%
500
2973
$8K ﹤0.01%
+332
2974
$8K ﹤0.01%
347
2975
$8K ﹤0.01%
250