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
3176
$13K ﹤0.01%
28
3177
$13K ﹤0.01%
799
3178
$13K ﹤0.01%
1,660
3179
$13K ﹤0.01%
234
3180
$13K ﹤0.01%
630
3181
$13K ﹤0.01%
245
3182
$13K ﹤0.01%
82
3183
$13K ﹤0.01%
265
3184
$13K ﹤0.01%
894
3185
$13K ﹤0.01%
130
3186
$13K ﹤0.01%
1,000
3187
$13K ﹤0.01%
592
3188
$13K ﹤0.01%
10,000
3189
$13K ﹤0.01%
704
3190
$13K ﹤0.01%
1,977
3191
$13K ﹤0.01%
1,197
3192
$13K ﹤0.01%
600
3193
$13K ﹤0.01%
441
3194
$13K ﹤0.01%
302
3195
$13K ﹤0.01%
1,130
3196
$13K ﹤0.01%
698
3197
$13K ﹤0.01%
361
3198
$13K ﹤0.01%
1,367
3199
$13K ﹤0.01%
266
3200
$13K ﹤0.01%
157