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
3326
$11K ﹤0.01%
520
3327
$11K ﹤0.01%
428
3328
$11K ﹤0.01%
38
3329
$11K ﹤0.01%
2,000
3330
$11K ﹤0.01%
220
3331
$11K ﹤0.01%
43
3332
$11K ﹤0.01%
800
3333
$11K ﹤0.01%
84
3334
$11K ﹤0.01%
122
3335
$11K ﹤0.01%
200
3336
$11K ﹤0.01%
272
3337
$11K ﹤0.01%
80
3338
$11K ﹤0.01%
2
3339
$11K ﹤0.01%
156
3340
$11K ﹤0.01%
15
3341
$11K ﹤0.01%
65
3342
$11K ﹤0.01%
177
3343
$11K ﹤0.01%
819
3344
$11K ﹤0.01%
111
3345
$11K ﹤0.01%
648
3346
$11K ﹤0.01%
6
3347
$11K ﹤0.01%
279
3348
$11K ﹤0.01%
146
3349
$11K ﹤0.01%
407
3350
$11K ﹤0.01%
150