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
3201
$13K ﹤0.01%
200
3202
$13K ﹤0.01%
1,033
3203
$13K ﹤0.01%
100
3204
$13K ﹤0.01%
6
3205
$13K ﹤0.01%
287
3206
$13K ﹤0.01%
350
3207
$13K ﹤0.01%
966
3208
$13K ﹤0.01%
245
3209
$13K ﹤0.01%
289
3210
$13K ﹤0.01%
306
3211
$13K ﹤0.01%
271
3212
$13K ﹤0.01%
178
3213
$13K ﹤0.01%
82
3214
$13K ﹤0.01%
6
3215
$13K ﹤0.01%
879
3216
$13K ﹤0.01%
1
3217
$13K ﹤0.01%
504
3218
$13K ﹤0.01%
393
3219
$13K ﹤0.01%
500
3220
$13K ﹤0.01%
188
3221
$13K ﹤0.01%
15
3222
$13K ﹤0.01%
500
3223
$13K ﹤0.01%
525
3224
$13K ﹤0.01%
1,102
3225
$13K ﹤0.01%
56