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
3126
$14K ﹤0.01%
9
3127
$14K ﹤0.01%
13
3128
$14K ﹤0.01%
152
3129
$14K ﹤0.01%
780
3130
$14K ﹤0.01%
469
3131
$14K ﹤0.01%
296
3132
$14K ﹤0.01%
446
3133
$14K ﹤0.01%
410
3134
$14K ﹤0.01%
685
3135
$14K ﹤0.01%
1,239
3136
$14K ﹤0.01%
700
3137
$14K ﹤0.01%
13
3138
$14K ﹤0.01%
231
3139
$14K ﹤0.01%
520
3140
$14K ﹤0.01%
10
3141
$14K ﹤0.01%
370
3142
$14K ﹤0.01%
750
3143
$14K ﹤0.01%
2,537
3144
$14K ﹤0.01%
666
3145
$14K ﹤0.01%
242
3146
$14K ﹤0.01%
32
3147
$14K ﹤0.01%
1,427
3148
$14K ﹤0.01%
69
3149
$14K ﹤0.01%
1,735
3150
$14K ﹤0.01%
1,048