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
3576
$7K ﹤0.01%
561
3577
$7K ﹤0.01%
179
3578
$7K ﹤0.01%
228
3579
$7K ﹤0.01%
131
3580
$7K ﹤0.01%
291
3581
$7K ﹤0.01%
444
3582
$7K ﹤0.01%
29
3583
$7K ﹤0.01%
86
3584
$7K ﹤0.01%
37
3585
$7K ﹤0.01%
111
3586
$7K ﹤0.01%
1,224
3587
$7K ﹤0.01%
269
3588
$7K ﹤0.01%
276
3589
$7K ﹤0.01%
40
3590
$7K ﹤0.01%
643
3591
$7K ﹤0.01%
200
3592
$7K ﹤0.01%
225
3593
$7K ﹤0.01%
500
3594
$7K ﹤0.01%
161
3595
0
3596
$7K ﹤0.01%
676
3597
$7K ﹤0.01%
248
3598
$7K ﹤0.01%
350
3599
$7K ﹤0.01%
89
3600
$7K ﹤0.01%
637