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
3701
$6K ﹤0.01%
149
3702
$6K ﹤0.01%
575
3703
$6K ﹤0.01%
276
3704
$6K ﹤0.01%
402
3705
$6K ﹤0.01%
123
3706
$6K ﹤0.01%
400
3707
$6K ﹤0.01%
142
3708
$6K ﹤0.01%
600
3709
$6K ﹤0.01%
210
3710
$6K ﹤0.01%
88
3711
$6K ﹤0.01%
182
3712
$6K ﹤0.01%
350
3713
$6K ﹤0.01%
92
3714
$6K ﹤0.01%
83
3715
$6K ﹤0.01%
428
3716
$6K ﹤0.01%
43
3717
$6K ﹤0.01%
201
3718
$6K ﹤0.01%
270
3719
$6K ﹤0.01%
106
3720
$6K ﹤0.01%
222
3721
$6K ﹤0.01%
1,026
3722
$6K ﹤0.01%
36
3723
$6K ﹤0.01%
227
3724
$6K ﹤0.01%
1,101
3725
$6K ﹤0.01%
86