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
3026
$16K ﹤0.01%
623
3027
$16K ﹤0.01%
80
3028
$16K ﹤0.01%
607
3029
$16K ﹤0.01%
713
3030
$16K ﹤0.01%
724
3031
$16K ﹤0.01%
748
3032
$16K ﹤0.01%
119
3033
$16K ﹤0.01%
373
3034
$16K ﹤0.01%
282
3035
$16K ﹤0.01%
270
3036
$16K ﹤0.01%
299
3037
$16K ﹤0.01%
236
3038
$16K ﹤0.01%
840
3039
$16K ﹤0.01%
512
3040
$16K ﹤0.01%
426
3041
$16K ﹤0.01%
217
3042
$16K ﹤0.01%
195
3043
$16K ﹤0.01%
600
3044
$16K ﹤0.01%
753
3045
$16K ﹤0.01%
944
3046
$16K ﹤0.01%
847
3047
$16K ﹤0.01%
169
3048
$16K ﹤0.01%
553
3049
$16K ﹤0.01%
1,000
3050
$16K ﹤0.01%
198