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
2976
$18K ﹤0.01%
223
2977
$18K ﹤0.01%
298
2978
$17K ﹤0.01%
605
2979
$17K ﹤0.01%
115
2980
$17K ﹤0.01%
446
2981
$17K ﹤0.01%
60
2982
$17K ﹤0.01%
58
2983
$17K ﹤0.01%
147
2984
$17K ﹤0.01%
1,454
2985
$17K ﹤0.01%
244
2986
$17K ﹤0.01%
149
2987
$17K ﹤0.01%
497
2988
$17K ﹤0.01%
472
2989
$17K ﹤0.01%
194
2990
$17K ﹤0.01%
16
2991
$17K ﹤0.01%
104
2992
$17K ﹤0.01%
4,741
2993
$17K ﹤0.01%
58
2994
$17K ﹤0.01%
104
2995
$17K ﹤0.01%
400
2996
$17K ﹤0.01%
154
2997
$17K ﹤0.01%
897
2998
$17K ﹤0.01%
1,197
2999
$17K ﹤0.01%
1,001
3000
$17K ﹤0.01%
72