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
2851
$20K ﹤0.01%
471
2852
$20K ﹤0.01%
500
2853
$20K ﹤0.01%
1,004
2854
$20K ﹤0.01%
257
2855
$20K ﹤0.01%
530
2856
$20K ﹤0.01%
582
2857
$20K ﹤0.01%
1,997
2858
$20K ﹤0.01%
433
2859
$20K ﹤0.01%
118
2860
$20K ﹤0.01%
109
2861
$20K ﹤0.01%
334
2862
$20K ﹤0.01%
71
2863
$20K ﹤0.01%
43
2864
$20K ﹤0.01%
861
2865
$20K ﹤0.01%
805
2866
$20K ﹤0.01%
43
2867
$20K ﹤0.01%
105
2868
$20K ﹤0.01%
530
2869
$20K ﹤0.01%
600
2870
$20K ﹤0.01%
750
2871
$20K ﹤0.01%
2
2872
$19K ﹤0.01%
380
2873
$19K ﹤0.01%
281
2874
$19K ﹤0.01%
115
2875
$19K ﹤0.01%
359