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
3601
$7K ﹤0.01%
53
3602
$7K ﹤0.01%
546
3603
$7K ﹤0.01%
579
3604
$7K ﹤0.01%
109
3605
$7K ﹤0.01%
25
3606
$7K ﹤0.01%
65
3607
$7K ﹤0.01%
76
3608
$7K ﹤0.01%
160
3609
$7K ﹤0.01%
110
3610
$7K ﹤0.01%
360
3611
$7K ﹤0.01%
300
3612
$7K ﹤0.01%
152
3613
$7K ﹤0.01%
387
3614
$7K ﹤0.01%
385
3615
$7K ﹤0.01%
1,026
3616
$7K ﹤0.01%
200
3617
$7K ﹤0.01%
200
3618
$7K ﹤0.01%
111
3619
$7K ﹤0.01%
120
3620
$7K ﹤0.01%
226
3621
$7K ﹤0.01%
208
-208
3622
$7K ﹤0.01%
300
3623
$7K ﹤0.01%
193
3624
$7K ﹤0.01%
136
3625
$7K ﹤0.01%
375