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
3126
$6K ﹤0.01%
575
3127
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511
-109
3128
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100
3129
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303
+300
3130
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3131
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257
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+19
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3135
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+200
3136
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31
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13
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130
-20,961
3139
$6K ﹤0.01%
150
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3140
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70
3141
$6K ﹤0.01%
214
+59
3142
$6K ﹤0.01%
+1,000
3143
$6K ﹤0.01%
801
-27
3144
$6K ﹤0.01%
323
-653
3145
$6K ﹤0.01%
+350
3146
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48
3147
$6K ﹤0.01%
212
-396
3148
$6K ﹤0.01%
108
-20
3149
$6K ﹤0.01%
287
-4
3150
$6K ﹤0.01%
477