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
2801
$21K ﹤0.01%
837
2802
$21K ﹤0.01%
349
2803
$21K ﹤0.01%
752
2804
$21K ﹤0.01%
128
2805
$21K ﹤0.01%
1,650
2806
$21K ﹤0.01%
5,000
2807
$21K ﹤0.01%
441
2808
$21K ﹤0.01%
694
2809
$21K ﹤0.01%
375
2810
$21K ﹤0.01%
2,253
+1,690
2811
$21K ﹤0.01%
365
2812
$21K ﹤0.01%
410
2813
$21K ﹤0.01%
1,400
2814
$21K ﹤0.01%
405
2815
$21K ﹤0.01%
1,285
2816
$21K ﹤0.01%
172
2817
$21K ﹤0.01%
426
2818
$21K ﹤0.01%
189
2819
$20K ﹤0.01%
188
2820
$20K ﹤0.01%
702
2821
$20K ﹤0.01%
761
2822
$20K ﹤0.01%
6,300
2823
$20K ﹤0.01%
1,823
2824
$20K ﹤0.01%
2,536
2825
$20K ﹤0.01%
496