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
3001
$8K ﹤0.01%
+332
3002
$8K ﹤0.01%
347
3003
$8K ﹤0.01%
+100
3004
$8K ﹤0.01%
817
+90
3005
$8K ﹤0.01%
+1,500
3006
$8K ﹤0.01%
328
+5
3007
$8K ﹤0.01%
110
+89
3008
$8K ﹤0.01%
142
-266
3009
$8K ﹤0.01%
1,518
+916
3010
$8K ﹤0.01%
945
-642
3011
$8K ﹤0.01%
338
3012
$8K ﹤0.01%
100
3013
$8K ﹤0.01%
+66
3014
$8K ﹤0.01%
200
3015
$8K ﹤0.01%
472
3016
$8K ﹤0.01%
2,000
3017
$8K ﹤0.01%
2,000
3018
$8K ﹤0.01%
2,417
3019
$8K ﹤0.01%
508
-7
3020
$8K ﹤0.01%
350
3021
$8K ﹤0.01%
+200
3022
$8K ﹤0.01%
150
3023
$8K ﹤0.01%
379
3024
$7K ﹤0.01%
107
3025
$7K ﹤0.01%
6,000