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
3301
$11K ﹤0.01%
163
3302
$11K ﹤0.01%
3,059
3303
$11K ﹤0.01%
390
3304
$11K ﹤0.01%
500
3305
$11K ﹤0.01%
1,222
3306
$11K ﹤0.01%
43
3307
$11K ﹤0.01%
365
3308
$11K ﹤0.01%
4,000
3309
$11K ﹤0.01%
97
3310
$11K ﹤0.01%
11
3311
$11K ﹤0.01%
300
3312
$11K ﹤0.01%
278
3313
$11K ﹤0.01%
4
3314
$11K ﹤0.01%
22
3315
$11K ﹤0.01%
4
3316
$11K ﹤0.01%
180
3317
$11K ﹤0.01%
270
3318
$11K ﹤0.01%
2
3319
$11K ﹤0.01%
192
3320
$11K ﹤0.01%
27
3321
$11K ﹤0.01%
221
3322
$11K ﹤0.01%
186
3323
$11K ﹤0.01%
126
3324
$11K ﹤0.01%
600
3325
$11K ﹤0.01%
299