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
2626
$27K ﹤0.01%
510
2627
$26K ﹤0.01%
101
2628
$26K ﹤0.01%
499
2629
$26K ﹤0.01%
1,642
2630
$26K ﹤0.01%
760
2631
$26K ﹤0.01%
447
2632
$26K ﹤0.01%
187
2633
$26K ﹤0.01%
368
2634
$26K ﹤0.01%
1,318
2635
$26K ﹤0.01%
694
2636
$26K ﹤0.01%
499
2637
$26K ﹤0.01%
810
2638
$26K ﹤0.01%
340
2639
$26K ﹤0.01%
2,417
2640
$26K ﹤0.01%
1,000
2641
$26K ﹤0.01%
556
2642
$26K ﹤0.01%
1,044
2643
$26K ﹤0.01%
1,249
2644
$26K ﹤0.01%
656
2645
$26K ﹤0.01%
404
2646
$26K ﹤0.01%
288
2647
$26K ﹤0.01%
630
2648
$26K ﹤0.01%
530
2649
$26K ﹤0.01%
313
2650
$26K ﹤0.01%
132