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
2926
$18K ﹤0.01%
160
2927
$18K ﹤0.01%
368
2928
$18K ﹤0.01%
2,469
2929
$18K ﹤0.01%
154
2930
$18K ﹤0.01%
843
2931
$18K ﹤0.01%
387
2932
$18K ﹤0.01%
959
2933
$18K ﹤0.01%
67
2934
$18K ﹤0.01%
744
2935
$18K ﹤0.01%
2,080
2936
$18K ﹤0.01%
262
2937
$18K ﹤0.01%
25
2938
$18K ﹤0.01%
903
2939
$18K ﹤0.01%
270
2940
$18K ﹤0.01%
914
2941
$18K ﹤0.01%
423
2942
$18K ﹤0.01%
287
2943
$18K ﹤0.01%
1,632
2944
$18K ﹤0.01%
763
2945
$18K ﹤0.01%
1,236
2946
$18K ﹤0.01%
98
2947
$18K ﹤0.01%
118
2948
$18K ﹤0.01%
388
2949
$18K ﹤0.01%
2,701
2950
$18K ﹤0.01%
525