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
2726
$23K ﹤0.01%
1,122
2727
$23K ﹤0.01%
649
2728
$23K ﹤0.01%
1,350
2729
$23K ﹤0.01%
892
2730
$23K ﹤0.01%
101
2731
$23K ﹤0.01%
228
2732
$23K ﹤0.01%
2,800
2733
$23K ﹤0.01%
337
2734
$23K ﹤0.01%
3,437
2735
$23K ﹤0.01%
400
2736
$23K ﹤0.01%
800
2737
$23K ﹤0.01%
1,652
2738
$23K ﹤0.01%
1,059
2739
$23K ﹤0.01%
206
2740
$23K ﹤0.01%
100
2741
$22K ﹤0.01%
187
2742
$22K ﹤0.01%
402
2743
$22K ﹤0.01%
752
2744
$22K ﹤0.01%
1,000
2745
$22K ﹤0.01%
770
2746
$22K ﹤0.01%
348
2747
$22K ﹤0.01%
958
2748
$22K ﹤0.01%
574
2749
$22K ﹤0.01%
272
2750
$22K ﹤0.01%
111