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
3251
$12K ﹤0.01%
210
3252
$12K ﹤0.01%
78
3253
$12K ﹤0.01%
500
3254
$12K ﹤0.01%
1,408
3255
$12K ﹤0.01%
480
3256
$12K ﹤0.01%
9
3257
$12K ﹤0.01%
664
3258
$12K ﹤0.01%
48
3259
$12K ﹤0.01%
552
3260
$12K ﹤0.01%
38
3261
$12K ﹤0.01%
188
3262
$12K ﹤0.01%
8,900
3263
$12K ﹤0.01%
32
3264
$12K ﹤0.01%
815
3265
$12K ﹤0.01%
518
3266
$12K ﹤0.01%
900
3267
$12K ﹤0.01%
252
3268
$12K ﹤0.01%
267
3269
$12K ﹤0.01%
78
3270
$12K ﹤0.01%
12
3271
$12K ﹤0.01%
456
3272
$12K ﹤0.01%
55
3273
$12K ﹤0.01%
500
3274
$12K ﹤0.01%
12
3275
$12K ﹤0.01%
1,200