IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,540
New
Increased
Reduced
Closed

Top Buys

1 +$377K
2 +$76K
3 +$53.8K
4
HIVE
HIVE Digital Technologies
HIVE
+$52K
5
IVR icon
Invesco Mortgage Capital
IVR
+$48.6K

Top Sells

1 +$1.52B
2 +$22.6M
3 +$9.68M
4
T icon
AT&T
T
+$3.42M
5
XYL icon
Xylem
XYL
+$2.61M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$33K ﹤0.01%
300
2477
$33K ﹤0.01%
272
2478
$32K ﹤0.01%
717
2479
$32K ﹤0.01%
1,092
2480
$32K ﹤0.01%
1,000
2481
$32K ﹤0.01%
1,541
2482
$32K ﹤0.01%
667
2483
$32K ﹤0.01%
4,261
2484
$32K ﹤0.01%
1,932
2485
$32K ﹤0.01%
1,906
2486
$32K ﹤0.01%
1,621
2487
$32K ﹤0.01%
923
2488
$32K ﹤0.01%
1,746
2489
$32K ﹤0.01%
1,286
2490
$32K ﹤0.01%
2,440
2491
$32K ﹤0.01%
932
2492
$32K ﹤0.01%
1,800
2493
$32K ﹤0.01%
1,129
2494
$32K ﹤0.01%
298
2495
$32K ﹤0.01%
160
2496
$32K ﹤0.01%
2,461
2497
$31K ﹤0.01%
974
2498
$31K ﹤0.01%
422
2499
$31K ﹤0.01%
903
2500
$31K ﹤0.01%
759