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
2701
$24K ﹤0.01%
679
2702
$24K ﹤0.01%
206
2703
$24K ﹤0.01%
450
2704
$24K ﹤0.01%
1,000
2705
$24K ﹤0.01%
49
2706
$24K ﹤0.01%
990
2707
$24K ﹤0.01%
769
2708
$24K ﹤0.01%
60
2709
$24K ﹤0.01%
701
2710
$24K ﹤0.01%
805
2711
$23K ﹤0.01%
893
2712
$23K ﹤0.01%
1,400
2713
$23K ﹤0.01%
4,580
2714
$23K ﹤0.01%
174
2715
$23K ﹤0.01%
56
2716
$23K ﹤0.01%
4,982
2717
$23K ﹤0.01%
75
2718
$23K ﹤0.01%
436
2719
$23K ﹤0.01%
405
2720
$23K ﹤0.01%
1,085
2721
$23K ﹤0.01%
2,500
2722
$23K ﹤0.01%
250
2723
$23K ﹤0.01%
375
2724
$23K ﹤0.01%
225
2725
$23K ﹤0.01%
278