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
2551
$29K ﹤0.01%
775
2552
$29K ﹤0.01%
606
2553
$29K ﹤0.01%
573
2554
$29K ﹤0.01%
167
2555
$29K ﹤0.01%
972
2556
$29K ﹤0.01%
493
2557
$29K ﹤0.01%
223
2558
$29K ﹤0.01%
472
2559
$29K ﹤0.01%
2,705
2560
$29K ﹤0.01%
114
2561
$29K ﹤0.01%
1,475
2562
$29K ﹤0.01%
241
2563
$29K ﹤0.01%
1,521
2564
$29K ﹤0.01%
480
2565
$29K ﹤0.01%
100
2566
$28K ﹤0.01%
481
2567
$28K ﹤0.01%
1,057
2568
$28K ﹤0.01%
502
2569
$28K ﹤0.01%
495
2570
$28K ﹤0.01%
150
2571
$28K ﹤0.01%
2,433
2572
$28K ﹤0.01%
72
2573
$28K ﹤0.01%
1,002
2574
$28K ﹤0.01%
904
2575
$28K ﹤0.01%
2,000