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
2751
$22K ﹤0.01%
1,800
2752
$22K ﹤0.01%
879
2753
$22K ﹤0.01%
67,808
2754
$22K ﹤0.01%
100
2755
$22K ﹤0.01%
2,000
2756
$22K ﹤0.01%
446
2757
$22K ﹤0.01%
387
2758
$22K ﹤0.01%
1,025
2759
$22K ﹤0.01%
107
2760
$22K ﹤0.01%
826
2761
$22K ﹤0.01%
209
2762
$22K ﹤0.01%
940
2763
$22K ﹤0.01%
164
2764
$22K ﹤0.01%
1,585
2765
$22K ﹤0.01%
191
2766
$22K ﹤0.01%
716
2767
$22K ﹤0.01%
162
2768
$22K ﹤0.01%
425
2769
$22K ﹤0.01%
3,459
2770
$22K ﹤0.01%
1,390
2771
$22K ﹤0.01%
1,526
2772
$22K ﹤0.01%
268
2773
$22K ﹤0.01%
387
2774
$22K ﹤0.01%
464
2775
$22K ﹤0.01%
104