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
3151
$6K ﹤0.01%
+402
3152
$6K ﹤0.01%
89
-20
3153
$6K ﹤0.01%
162
3154
$6K ﹤0.01%
194
+56
3155
$6K ﹤0.01%
312
-250
3156
$6K ﹤0.01%
78
+10
3157
$6K ﹤0.01%
361
3158
$6K ﹤0.01%
484
3159
$6K ﹤0.01%
200
3160
$6K ﹤0.01%
590
3161
$6K ﹤0.01%
434
3162
$6K ﹤0.01%
190
3163
$6K ﹤0.01%
408
3164
$6K ﹤0.01%
163
3165
$6K ﹤0.01%
150
-50
3166
$6K ﹤0.01%
200
3167
$6K ﹤0.01%
1,291
-948
3168
$6K ﹤0.01%
362
3169
$6K ﹤0.01%
+600
3170
$5K ﹤0.01%
82
-43
3171
$5K ﹤0.01%
+145
3172
$5K ﹤0.01%
103
3173
$5K ﹤0.01%
76
3174
$5K ﹤0.01%
500
-3,272
3175
$5K ﹤0.01%
143