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
3401
$10K ﹤0.01%
228
3402
$10K ﹤0.01%
400
3403
$10K ﹤0.01%
402
3404
$10K ﹤0.01%
760
3405
$10K ﹤0.01%
188
3406
$10K ﹤0.01%
1,050
3407
$10K ﹤0.01%
224
3408
$10K ﹤0.01%
1,000
3409
$10K ﹤0.01%
2,000
3410
$10K ﹤0.01%
216
3411
$10K ﹤0.01%
90
3412
$10K ﹤0.01%
312
3413
$10K ﹤0.01%
206
3414
$10K ﹤0.01%
246
3415
$10K ﹤0.01%
142
3416
$10K ﹤0.01%
703
3417
$10K ﹤0.01%
300
3418
$10K ﹤0.01%
400
3419
$10K ﹤0.01%
210
3420
$10K ﹤0.01%
235
3421
$10K ﹤0.01%
93
3422
$10K ﹤0.01%
242
3423
$10K ﹤0.01%
750
3424
$10K ﹤0.01%
324
3425
$10K ﹤0.01%
503