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
3226
$13K ﹤0.01%
1,875
3227
$13K ﹤0.01%
286
3228
$13K ﹤0.01%
616
3229
0
3230
$13K ﹤0.01%
795
3231
$13K ﹤0.01%
700
3232
$13K ﹤0.01%
1,400
3233
$13K ﹤0.01%
661
3234
$13K ﹤0.01%
16
3235
$13K ﹤0.01%
2,000
3236
$13K ﹤0.01%
4
3237
$13K ﹤0.01%
13
3238
$13K ﹤0.01%
431
3239
$12K ﹤0.01%
366
3240
$12K ﹤0.01%
135
3241
$12K ﹤0.01%
132
3242
$12K ﹤0.01%
540
3243
$12K ﹤0.01%
893
3244
$12K ﹤0.01%
374
3245
$12K ﹤0.01%
694
3246
$12K ﹤0.01%
176
3247
$12K ﹤0.01%
267
3248
$12K ﹤0.01%
800
3249
$12K ﹤0.01%
151
3250
$12K ﹤0.01%
2,500