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
3651
$7K ﹤0.01%
600
3652
$7K ﹤0.01%
1,100
3653
$6K ﹤0.01%
500
3654
$6K ﹤0.01%
139
3655
$6K ﹤0.01%
363
3656
$6K ﹤0.01%
444
3657
$6K ﹤0.01%
294
3658
$6K ﹤0.01%
227
3659
$6K ﹤0.01%
539
3660
$6K ﹤0.01%
116
3661
$6K ﹤0.01%
74
3662
$6K ﹤0.01%
385
3663
$6K ﹤0.01%
127
3664
$6K ﹤0.01%
100
3665
$6K ﹤0.01%
332
3666
$6K ﹤0.01%
79
3667
$6K ﹤0.01%
520
3668
$6K ﹤0.01%
400
3669
$6K ﹤0.01%
119
3670
$6K ﹤0.01%
35
3671
$6K ﹤0.01%
112
3672
$6K ﹤0.01%
158
3673
$6K ﹤0.01%
175
3674
$6K ﹤0.01%
99
3675
$6K ﹤0.01%
300