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
3051
$7K ﹤0.01%
141
-8
3052
$7K ﹤0.01%
+1,035
3053
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125
3054
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324
3055
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466
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3056
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360
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152
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3059
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3060
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3061
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683
+340
3062
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948
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-10
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+500
3065
$7K ﹤0.01%
1,748
-10,861
3066
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36
-6
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$7K ﹤0.01%
294
3068
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357
-306
3069
$7K ﹤0.01%
+280
3070
$7K ﹤0.01%
3
-3
3071
$7K ﹤0.01%
+500
3072
$7K ﹤0.01%
738
+34
3073
$7K ﹤0.01%
330
+154
3074
$7K ﹤0.01%
13
3075
$7K ﹤0.01%
397
-2,478