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
2776
$22K ﹤0.01%
88
2777
$22K ﹤0.01%
135
2778
$22K ﹤0.01%
278
2779
$22K ﹤0.01%
1,062
2780
$22K ﹤0.01%
407
2781
$22K ﹤0.01%
3,175
2782
$22K ﹤0.01%
261
2783
$22K ﹤0.01%
650
2784
$22K ﹤0.01%
258
2785
$21K ﹤0.01%
836
2786
$21K ﹤0.01%
411
2787
$21K ﹤0.01%
266
2788
$21K ﹤0.01%
807
2789
$21K ﹤0.01%
464
2790
$21K ﹤0.01%
825
2791
$21K ﹤0.01%
594
2792
$21K ﹤0.01%
618
2793
$21K ﹤0.01%
289
2794
$21K ﹤0.01%
226
2795
$21K ﹤0.01%
868
2796
$21K ﹤0.01%
158
2797
$21K ﹤0.01%
278
2798
$21K ﹤0.01%
303
2799
$21K ﹤0.01%
52
2800
$21K ﹤0.01%
1,190