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
2826
$20K ﹤0.01%
224
2827
$20K ﹤0.01%
759
2828
$20K ﹤0.01%
1,208
2829
$20K ﹤0.01%
165
2830
$20K ﹤0.01%
595
2831
$20K ﹤0.01%
41
2832
$20K ﹤0.01%
3
2833
$20K ﹤0.01%
93
2834
$20K ﹤0.01%
149
2835
$20K ﹤0.01%
8,347
2836
$20K ﹤0.01%
1,700
2837
$20K ﹤0.01%
450
2838
$20K ﹤0.01%
334
2839
$20K ﹤0.01%
4
2840
$20K ﹤0.01%
1,432
2841
$20K ﹤0.01%
156
2842
$20K ﹤0.01%
458
2843
$20K ﹤0.01%
1,673
2844
$20K ﹤0.01%
233
2845
$20K ﹤0.01%
200
2846
$20K ﹤0.01%
793
2847
$20K ﹤0.01%
358
2848
$20K ﹤0.01%
208
2849
$20K ﹤0.01%
293
2850
$20K ﹤0.01%
497