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
2901
$19K ﹤0.01%
200
2902
$19K ﹤0.01%
450
2903
$19K ﹤0.01%
33
2904
$19K ﹤0.01%
2,268
2905
$19K ﹤0.01%
982
2906
$19K ﹤0.01%
523
2907
$19K ﹤0.01%
122
2908
$19K ﹤0.01%
1,271
2909
$19K ﹤0.01%
106
2910
$19K ﹤0.01%
62
2911
$19K ﹤0.01%
209
2912
$19K ﹤0.01%
113
2913
$19K ﹤0.01%
3
2914
$19K ﹤0.01%
1,201
2915
$19K ﹤0.01%
333
2916
$19K ﹤0.01%
206
2917
$19K ﹤0.01%
423
2918
$18K ﹤0.01%
25
2919
$18K ﹤0.01%
111
2920
$18K ﹤0.01%
294
2921
$18K ﹤0.01%
39
+38
2922
$18K ﹤0.01%
113
2923
$18K ﹤0.01%
104
2924
$18K ﹤0.01%
219
2925
$18K ﹤0.01%
153