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
3676
$6K ﹤0.01%
288
3677
$6K ﹤0.01%
74
3678
$6K ﹤0.01%
141
3679
$6K ﹤0.01%
146
3680
$6K ﹤0.01%
562
3681
$6K ﹤0.01%
148
3682
$6K ﹤0.01%
50
3683
$6K ﹤0.01%
131
3684
$6K ﹤0.01%
31
3685
$6K ﹤0.01%
850
3686
$6K ﹤0.01%
53
3687
$6K ﹤0.01%
73
3688
$6K ﹤0.01%
107
3689
$6K ﹤0.01%
19
3690
$6K ﹤0.01%
193
3691
$6K ﹤0.01%
250
3692
$6K ﹤0.01%
137
3693
$6K ﹤0.01%
214
3694
$6K ﹤0.01%
372
3695
$6K ﹤0.01%
400
3696
$6K ﹤0.01%
107
3697
$6K ﹤0.01%
1,000
3698
$6K ﹤0.01%
506
3699
$6K ﹤0.01%
1,000
3700
$6K ﹤0.01%
207