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
3526
$8K ﹤0.01%
156
3527
$8K ﹤0.01%
394
3528
$8K ﹤0.01%
485
3529
$8K ﹤0.01%
100
3530
$8K ﹤0.01%
116
3531
$8K ﹤0.01%
300
3532
$8K ﹤0.01%
1,199
3533
$8K ﹤0.01%
203
3534
$8K ﹤0.01%
182
3535
$8K ﹤0.01%
13
3536
$8K ﹤0.01%
376
3537
$8K ﹤0.01%
307
3538
$8K ﹤0.01%
173
3539
$8K ﹤0.01%
261
3540
$8K ﹤0.01%
47
3541
$8K ﹤0.01%
212
3542
$8K ﹤0.01%
320
3543
$8K ﹤0.01%
479
3544
$8K ﹤0.01%
49
3545
$8K ﹤0.01%
300
3546
$8K ﹤0.01%
209
3547
$8K ﹤0.01%
540
3548
$8K ﹤0.01%
300
3549
$8K ﹤0.01%
102
3550
$8K ﹤0.01%
200