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
2501
$31K ﹤0.01%
849
2502
$31K ﹤0.01%
635
2503
$31K ﹤0.01%
4,015
2504
$31K ﹤0.01%
591
2505
$31K ﹤0.01%
1,568
2506
$31K ﹤0.01%
809
2507
$31K ﹤0.01%
5,963
2508
$31K ﹤0.01%
241
2509
$31K ﹤0.01%
614
2510
$31K ﹤0.01%
743
2511
$31K ﹤0.01%
30
2512
$31K ﹤0.01%
317
2513
$31K ﹤0.01%
578
2514
$31K ﹤0.01%
537
2515
$31K ﹤0.01%
2,705
2516
$31K ﹤0.01%
765
2517
$31K ﹤0.01%
192
2518
$31K ﹤0.01%
314
2519
$30K ﹤0.01%
1,091
-546
2520
$30K ﹤0.01%
305
2521
$30K ﹤0.01%
1,250
2522
$30K ﹤0.01%
1,000
2523
$30K ﹤0.01%
1,500
2524
$30K ﹤0.01%
1,800
2525
$30K ﹤0.01%
1,986