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
3101
$6K ﹤0.01%
+166
3102
$6K ﹤0.01%
160
-122
3103
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140
-82
3104
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500
3105
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100
3106
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312
3107
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100
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3108
$6K ﹤0.01%
1,048
-4,500
3109
$6K ﹤0.01%
100
3110
$6K ﹤0.01%
1,187
-1,569
3111
$6K ﹤0.01%
234
+1
3112
$6K ﹤0.01%
100
3113
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+125
3114
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100
3115
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90
3116
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68
3117
$6K ﹤0.01%
+425
3118
$6K ﹤0.01%
200
3119
$6K ﹤0.01%
122
+64
3120
$6K ﹤0.01%
175
-25
3121
$6K ﹤0.01%
650
3122
$6K ﹤0.01%
100
-57
3123
$6K ﹤0.01%
+150
3124
$6K ﹤0.01%
201
3125
$6K ﹤0.01%
459
+159