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
3376
$10K ﹤0.01%
200
3377
$10K ﹤0.01%
506
3378
$10K ﹤0.01%
266
3379
$10K ﹤0.01%
180
3380
$10K ﹤0.01%
3
3381
$10K ﹤0.01%
7
3382
$10K ﹤0.01%
750
3383
$10K ﹤0.01%
193
3384
$10K ﹤0.01%
3,805
3385
$10K ﹤0.01%
650
3386
$10K ﹤0.01%
354
3387
$10K ﹤0.01%
1,012
3388
$10K ﹤0.01%
212
3389
$10K ﹤0.01%
478
3390
$10K ﹤0.01%
64
3391
$10K ﹤0.01%
214
+90
3392
$10K ﹤0.01%
416
3393
$10K ﹤0.01%
1,091
3394
$10K ﹤0.01%
379
3395
$10K ﹤0.01%
244
3396
$10K ﹤0.01%
828
3397
$10K ﹤0.01%
490
3398
$10K ﹤0.01%
440
3399
$10K ﹤0.01%
202
3400
$10K ﹤0.01%
20