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
3076
$15K ﹤0.01%
46
3077
$15K ﹤0.01%
424
3078
$15K ﹤0.01%
61
3079
$15K ﹤0.01%
260
3080
$15K ﹤0.01%
1,000
3081
$15K ﹤0.01%
600
3082
$15K ﹤0.01%
348
3083
$15K ﹤0.01%
667
3084
$15K ﹤0.01%
840
3085
$15K ﹤0.01%
422
3086
$15K ﹤0.01%
259
3087
$15K ﹤0.01%
1,300
3088
$15K ﹤0.01%
1,214
3089
$15K ﹤0.01%
38
3090
$15K ﹤0.01%
822
3091
$15K ﹤0.01%
600
3092
$15K ﹤0.01%
715
3093
$15K ﹤0.01%
42
3094
$15K ﹤0.01%
54
3095
$15K ﹤0.01%
22
3096
$15K ﹤0.01%
299
3097
$15K ﹤0.01%
1,508
3098
$15K ﹤0.01%
219
3099
$15K ﹤0.01%
600
3100
$15K ﹤0.01%
540