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
2951
$18K ﹤0.01%
44
2952
$18K ﹤0.01%
779
2953
$18K ﹤0.01%
2,528
2954
$18K ﹤0.01%
40
2955
$18K ﹤0.01%
485
2956
$18K ﹤0.01%
170
2957
$18K ﹤0.01%
73
2958
$18K ﹤0.01%
122
2959
$18K ﹤0.01%
297
2960
$18K ﹤0.01%
600
2961
$18K ﹤0.01%
506
2962
$18K ﹤0.01%
654
2963
$18K ﹤0.01%
1,450
2964
$18K ﹤0.01%
380
2965
$18K ﹤0.01%
403
2966
$18K ﹤0.01%
156
2967
$18K ﹤0.01%
645
2968
$18K ﹤0.01%
114
2969
$18K ﹤0.01%
102
2970
$18K ﹤0.01%
200
2971
$18K ﹤0.01%
613
2972
$18K ﹤0.01%
739
2973
$18K ﹤0.01%
1,208
2974
$18K ﹤0.01%
1,117
2975
$18K ﹤0.01%
1,171