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
3276
$4K ﹤0.01%
103
-104
3277
$4K ﹤0.01%
400
3278
$4K ﹤0.01%
768
-2,907
3279
$4K ﹤0.01%
84
+6
3280
$4K ﹤0.01%
500
3281
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98
3282
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216
3283
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131
+95
3284
$4K ﹤0.01%
128
-36
3285
$4K ﹤0.01%
114
-597
3286
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+151
3287
$4K ﹤0.01%
1,800
3288
$4K ﹤0.01%
202
3289
$4K ﹤0.01%
121
-2,472
3290
$4K ﹤0.01%
117
-101
3291
$4K ﹤0.01%
376
+350
3292
$4K ﹤0.01%
210
-1,084
3293
$4K ﹤0.01%
140
-891
3294
$4K ﹤0.01%
97
3295
$4K ﹤0.01%
70
3296
$4K ﹤0.01%
9
+6
3297
$4K ﹤0.01%
113
-1,739
3298
$4K ﹤0.01%
128
-3
3299
$4K ﹤0.01%
368
-15
3300
$4K ﹤0.01%
1,380