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
3626
$7K ﹤0.01%
351
3627
$7K ﹤0.01%
298
3628
$7K ﹤0.01%
277
3629
$7K ﹤0.01%
326
3630
$7K ﹤0.01%
83
3631
$7K ﹤0.01%
326
3632
$7K ﹤0.01%
103
3633
$7K ﹤0.01%
260
3634
$7K ﹤0.01%
61
3635
$7K ﹤0.01%
153
3636
$7K ﹤0.01%
233
3637
$7K ﹤0.01%
140
3638
$7K ﹤0.01%
196
3639
$7K ﹤0.01%
126
3640
$7K ﹤0.01%
115
3641
$7K ﹤0.01%
165
3642
$7K ﹤0.01%
500
3643
$7K ﹤0.01%
350
3644
$7K ﹤0.01%
256
3645
$7K ﹤0.01%
349
3646
$7K ﹤0.01%
169
3647
$7K ﹤0.01%
350
3648
$7K ﹤0.01%
611
3649
$7K ﹤0.01%
600
3650
$7K ﹤0.01%
108