IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
3026
$7K ﹤0.01%
4,500
-3,000
3027
$7K ﹤0.01%
670
3028
$7K ﹤0.01%
110
-12
3029
$7K ﹤0.01%
466
+207
3030
$7K ﹤0.01%
339
-96
3031
$7K ﹤0.01%
+280
3032
$7K ﹤0.01%
3
-3
3033
$7K ﹤0.01%
+500
3034
$7K ﹤0.01%
+250
3035
$7K ﹤0.01%
107
3036
$7K ﹤0.01%
1
3037
$7K ﹤0.01%
41
+7
3038
$7K ﹤0.01%
418
-670
3039
$7K ﹤0.01%
+400
3040
$7K ﹤0.01%
93
-125
3041
$7K ﹤0.01%
118
3042
$7K ﹤0.01%
175
3043
$7K ﹤0.01%
89
3044
$7K ﹤0.01%
635
-3,180
3045
$7K ﹤0.01%
138
+107
3046
$7K ﹤0.01%
265
3047
$7K ﹤0.01%
1,360
-1
3048
$7K ﹤0.01%
171
+1
3049
$7K ﹤0.01%
80
+6
3050
$7K ﹤0.01%
138
+21