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
2976
$8K ﹤0.01%
500
+392
2977
$8K ﹤0.01%
127
2978
$8K ﹤0.01%
1,310
2979
$8K ﹤0.01%
235
2980
$8K ﹤0.01%
388
+322
2981
$8K ﹤0.01%
315
2982
$8K ﹤0.01%
+350
2983
$8K ﹤0.01%
102
-515
2984
$8K ﹤0.01%
+214
2985
$8K ﹤0.01%
706
2986
$8K ﹤0.01%
+500
2987
$8K ﹤0.01%
263
+63
2988
$8K ﹤0.01%
156
2989
$8K ﹤0.01%
+198
2990
$8K ﹤0.01%
+1,000
2991
$8K ﹤0.01%
326
-62
2992
$8K ﹤0.01%
120
-314
2993
$8K ﹤0.01%
394
2994
$8K ﹤0.01%
200
2995
$8K ﹤0.01%
400
-500
2996
$8K ﹤0.01%
+2
2997
$8K ﹤0.01%
215
+155
2998
$8K ﹤0.01%
544
2999
$8K ﹤0.01%
+205
3000
$8K ﹤0.01%
500