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
3101
$15K ﹤0.01%
3,189
3102
$15K ﹤0.01%
300
3103
$15K ﹤0.01%
53
3104
$15K ﹤0.01%
63
3105
$15K ﹤0.01%
383
3106
$15K ﹤0.01%
3
3107
$15K ﹤0.01%
287
3108
$15K ﹤0.01%
485
3109
$15K ﹤0.01%
352
3110
$15K ﹤0.01%
112
3111
$15K ﹤0.01%
639
3112
$15K ﹤0.01%
1,200
3113
$15K ﹤0.01%
171
3114
$15K ﹤0.01%
31
3115
$15K ﹤0.01%
125
3116
$15K ﹤0.01%
601
3117
$15K ﹤0.01%
15
3118
$15K ﹤0.01%
81
3119
$15K ﹤0.01%
268
3120
$15K ﹤0.01%
398
3121
$15K ﹤0.01%
656
3122
$15K ﹤0.01%
19
3123
$15K ﹤0.01%
400
3124
$14K ﹤0.01%
4,037
3125
0