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
3451
$9K ﹤0.01%
360
3452
$9K ﹤0.01%
2,453
3453
$9K ﹤0.01%
555
3454
$9K ﹤0.01%
2,399
3455
$9K ﹤0.01%
215
3456
$9K ﹤0.01%
1,097
3457
$9K ﹤0.01%
3,139
3458
$9K ﹤0.01%
3,700
3459
$9K ﹤0.01%
164
3460
$9K ﹤0.01%
275
3461
$9K ﹤0.01%
300
3462
$9K ﹤0.01%
337
3463
$9K ﹤0.01%
500
3464
$9K ﹤0.01%
100
3465
$9K ﹤0.01%
3,150
3466
$9K ﹤0.01%
136
3467
$9K ﹤0.01%
343
3468
$9K ﹤0.01%
660
3469
$9K ﹤0.01%
5
3470
$9K ﹤0.01%
213
3471
$9K ﹤0.01%
200
3472
$9K ﹤0.01%
208
3473
$9K ﹤0.01%
45
3474
$9K ﹤0.01%
377
3475
$9K ﹤0.01%
120