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
3051
$16K ﹤0.01%
115
3052
$16K ﹤0.01%
175
3053
$16K ﹤0.01%
445
3054
$16K ﹤0.01%
650
3055
$16K ﹤0.01%
21
3056
$16K ﹤0.01%
1,197
3057
$16K ﹤0.01%
600
3058
$16K ﹤0.01%
378
3059
$16K ﹤0.01%
1,612
3060
$16K ﹤0.01%
374
3061
$16K ﹤0.01%
79
3062
$16K ﹤0.01%
221
3063
$16K ﹤0.01%
478
3064
$16K ﹤0.01%
796
3065
$16K ﹤0.01%
428
3066
$16K ﹤0.01%
140
3067
$16K ﹤0.01%
41
3068
$16K ﹤0.01%
67
3069
$16K ﹤0.01%
185
3070
$16K ﹤0.01%
51
3071
$15K ﹤0.01%
381
3072
$15K ﹤0.01%
29
3073
$15K ﹤0.01%
294
3074
$15K ﹤0.01%
39
3075
$15K ﹤0.01%
202