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
3276
$12K ﹤0.01%
465
3277
$12K ﹤0.01%
1,495
3278
$12K ﹤0.01%
1
3279
$12K ﹤0.01%
294
3280
$12K ﹤0.01%
1
3281
$12K ﹤0.01%
384
3282
$12K ﹤0.01%
277
3283
$12K ﹤0.01%
344
3284
$12K ﹤0.01%
269
3285
$12K ﹤0.01%
70
3286
$12K ﹤0.01%
45
3287
$12K ﹤0.01%
1,750
3288
$12K ﹤0.01%
333
3289
$12K ﹤0.01%
325
3290
$12K ﹤0.01%
398
3291
$12K ﹤0.01%
4,369
3292
$12K ﹤0.01%
32
3293
$12K ﹤0.01%
21
3294
$12K ﹤0.01%
1,050
3295
$11K ﹤0.01%
12
3296
$11K ﹤0.01%
211
3297
$11K ﹤0.01%
57
3298
$11K ﹤0.01%
1
3299
$11K ﹤0.01%
157
3300
$11K ﹤0.01%
257