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
3001
$17K ﹤0.01%
140
3002
$17K ﹤0.01%
216
3003
$17K ﹤0.01%
83
3004
$17K ﹤0.01%
1,042
3005
$17K ﹤0.01%
445
3006
$17K ﹤0.01%
164
3007
$17K ﹤0.01%
200
3008
$17K ﹤0.01%
195
3009
$17K ﹤0.01%
66
3010
$17K ﹤0.01%
1,236
3011
$17K ﹤0.01%
780
3012
$17K ﹤0.01%
348
3013
$17K ﹤0.01%
167
3014
$17K ﹤0.01%
207
3015
$17K ﹤0.01%
101
3016
$17K ﹤0.01%
78
3017
$16K ﹤0.01%
1,438
3018
$16K ﹤0.01%
2,755
3019
$16K ﹤0.01%
502
3020
$16K ﹤0.01%
22
3021
$16K ﹤0.01%
2,000
3022
$16K ﹤0.01%
255
3023
$16K ﹤0.01%
124
3024
$16K ﹤0.01%
513
3025
$16K ﹤0.01%
438