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
2576
$28K ﹤0.01%
1,350
2577
$28K ﹤0.01%
1,009
2578
$28K ﹤0.01%
360
2579
$28K ﹤0.01%
2,146
2580
$28K ﹤0.01%
5,786
2581
$28K ﹤0.01%
390
2582
$28K ﹤0.01%
648
2583
$28K ﹤0.01%
679
2584
$28K ﹤0.01%
595
2585
$28K ﹤0.01%
390
2586
$28K ﹤0.01%
1,600
2587
$28K ﹤0.01%
1,600
2588
$28K ﹤0.01%
390
2589
$28K ﹤0.01%
1,324
2590
$28K ﹤0.01%
12,684
2591
$28K ﹤0.01%
797
2592
$28K ﹤0.01%
567
2593
$28K ﹤0.01%
533
2594
$28K ﹤0.01%
945
2595
$28K ﹤0.01%
271
2596
$28K ﹤0.01%
300
2597
$28K ﹤0.01%
409
2598
$28K ﹤0.01%
698
2599
$28K ﹤0.01%
2,685
2600
$28K ﹤0.01%
1,175