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
2676
$25K ﹤0.01%
2,380
2677
$25K ﹤0.01%
245
2678
$25K ﹤0.01%
908
2679
$25K ﹤0.01%
832
2680
$25K ﹤0.01%
317
2681
$25K ﹤0.01%
2,090
2682
$25K ﹤0.01%
501
2683
$25K ﹤0.01%
1,166
2684
$25K ﹤0.01%
163
2685
$25K ﹤0.01%
491
2686
$24K ﹤0.01%
720
2687
$24K ﹤0.01%
362
2688
$24K ﹤0.01%
755
2689
$24K ﹤0.01%
1,537
2690
$24K ﹤0.01%
483
2691
$24K ﹤0.01%
710
2692
$24K ﹤0.01%
321
2693
$24K ﹤0.01%
375
2694
$24K ﹤0.01%
251
2695
$24K ﹤0.01%
1,078
2696
$24K ﹤0.01%
795
2697
$24K ﹤0.01%
666
2698
$24K ﹤0.01%
92
2699
$24K ﹤0.01%
2,649
2700
0