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
2876
$19K ﹤0.01%
846
2877
$19K ﹤0.01%
430
2878
$19K ﹤0.01%
381
2879
$19K ﹤0.01%
560
2880
$19K ﹤0.01%
488
2881
$19K ﹤0.01%
517
2882
$19K ﹤0.01%
3,000
2883
$19K ﹤0.01%
3,000
2884
$19K ﹤0.01%
408
2885
$19K ﹤0.01%
1,385
2886
$19K ﹤0.01%
156
2887
$19K ﹤0.01%
92
2888
$19K ﹤0.01%
297
2889
$19K ﹤0.01%
306
2890
$19K ﹤0.01%
5,406
2891
$19K ﹤0.01%
260
2892
$19K ﹤0.01%
815
2893
$19K ﹤0.01%
1,278
2894
$19K ﹤0.01%
2,130
2895
$19K ﹤0.01%
125
2896
$19K ﹤0.01%
163
2897
$19K ﹤0.01%
872
2898
$19K ﹤0.01%
8
2899
$19K ﹤0.01%
303
2900
$19K ﹤0.01%
153