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
3026
$7K ﹤0.01%
41
+7
3027
$7K ﹤0.01%
418
-670
3028
$7K ﹤0.01%
+400
3029
$7K ﹤0.01%
93
-125
3030
$7K ﹤0.01%
118
3031
$7K ﹤0.01%
+1,078
3032
$7K ﹤0.01%
175
3033
$7K ﹤0.01%
89
3034
$7K ﹤0.01%
635
-3,180
3035
$7K ﹤0.01%
138
+107
3036
$7K ﹤0.01%
265
3037
$7K ﹤0.01%
1,360
-1
3038
$7K ﹤0.01%
171
+1
3039
$7K ﹤0.01%
80
+6
3040
$7K ﹤0.01%
138
+21
3041
$7K ﹤0.01%
139
+135
3042
$7K ﹤0.01%
1,812
+400
3043
$7K ﹤0.01%
345
+153
3044
$7K ﹤0.01%
4,500
-3,000
3045
$7K ﹤0.01%
670
3046
$7K ﹤0.01%
110
-12
3047
$7K ﹤0.01%
42
3048
$7K ﹤0.01%
500
3049
$7K ﹤0.01%
401
3050
$7K ﹤0.01%
130
+14