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
3351
$11K ﹤0.01%
331
3352
$11K ﹤0.01%
210
3353
$11K ﹤0.01%
465
3354
$11K ﹤0.01%
364
3355
$11K ﹤0.01%
10
3356
$11K ﹤0.01%
225
3357
$11K ﹤0.01%
13
3358
$11K ﹤0.01%
4
3359
$11K ﹤0.01%
81
3360
$11K ﹤0.01%
288
3361
$11K ﹤0.01%
388
3362
$11K ﹤0.01%
11
3363
$11K ﹤0.01%
190
3364
$11K ﹤0.01%
178
3365
$11K ﹤0.01%
16
3366
0
3367
$11K ﹤0.01%
201
3368
$11K ﹤0.01%
10
3369
$11K ﹤0.01%
700
3370
$11K ﹤0.01%
398
3371
$11K ﹤0.01%
10
3372
$11K ﹤0.01%
62
3373
$10K ﹤0.01%
527
3374
$10K ﹤0.01%
365
3375
$10K ﹤0.01%
150