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
3476
$9K ﹤0.01%
176
3477
$9K ﹤0.01%
93
3478
$9K ﹤0.01%
195
3479
$9K ﹤0.01%
354
3480
$9K ﹤0.01%
613
3481
$9K ﹤0.01%
10
3482
$9K ﹤0.01%
620
3483
$9K ﹤0.01%
241
3484
$9K ﹤0.01%
220
3485
$9K ﹤0.01%
68
3486
$9K ﹤0.01%
101
3487
$9K ﹤0.01%
160
3488
$9K ﹤0.01%
256
3489
$9K ﹤0.01%
638
3490
$9K ﹤0.01%
119
3491
$9K ﹤0.01%
636
3492
$9K ﹤0.01%
63
3493
$9K ﹤0.01%
895
3494
$9K ﹤0.01%
305
3495
$9K ﹤0.01%
140
3496
$9K ﹤0.01%
342
3497
$9K ﹤0.01%
178
3498
$9K ﹤0.01%
128
3499
$9K ﹤0.01%
96
3500
$9K ﹤0.01%
405