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
3501
$9K ﹤0.01%
1
3502
$9K ﹤0.01%
800
3503
$8K ﹤0.01%
417
3504
$8K ﹤0.01%
235
3505
$8K ﹤0.01%
90
3506
$8K ﹤0.01%
495
3507
$8K ﹤0.01%
331
3508
$8K ﹤0.01%
140
3509
$8K ﹤0.01%
8
3510
$8K ﹤0.01%
74
3511
$8K ﹤0.01%
200
3512
$8K ﹤0.01%
132
3513
$8K ﹤0.01%
175
3514
$8K ﹤0.01%
231
3515
$8K ﹤0.01%
300
3516
$8K ﹤0.01%
116
3517
$8K ﹤0.01%
266
3518
$8K ﹤0.01%
105
3519
$8K ﹤0.01%
105
3520
$8K ﹤0.01%
326
3521
$8K ﹤0.01%
206
3522
$8K ﹤0.01%
345
3523
$8K ﹤0.01%
119
3524
$8K ﹤0.01%
468
3525
$8K ﹤0.01%
167