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
2651
$26K ﹤0.01%
2,063
2652
$26K ﹤0.01%
1,800
2653
$26K ﹤0.01%
177
2654
$26K ﹤0.01%
905
2655
$25K ﹤0.01%
372
2656
$25K ﹤0.01%
233
2657
$25K ﹤0.01%
323
2658
$25K ﹤0.01%
160
2659
$25K ﹤0.01%
2,175
2660
$25K ﹤0.01%
737
2661
$25K ﹤0.01%
635
2662
$25K ﹤0.01%
980
2663
$25K ﹤0.01%
1,027
2664
$25K ﹤0.01%
146
2665
$25K ﹤0.01%
502
2666
$25K ﹤0.01%
1,543
2667
$25K ﹤0.01%
263
2668
$25K ﹤0.01%
900
2669
$25K ﹤0.01%
408
2670
$25K ﹤0.01%
358
2671
$25K ﹤0.01%
2,000
2672
$25K ﹤0.01%
1,000
2673
$25K ﹤0.01%
192
2674
$25K ﹤0.01%
134
2675
$25K ﹤0.01%
1,000