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
3726
$6K ﹤0.01%
565
3727
$6K ﹤0.01%
170
3728
$6K ﹤0.01%
220
3729
$6K ﹤0.01%
147
3730
$6K ﹤0.01%
500
3731
$6K ﹤0.01%
153
3732
$6K ﹤0.01%
500
3733
$6K ﹤0.01%
131
3734
$6K ﹤0.01%
300
3735
$6K ﹤0.01%
68
3736
$6K ﹤0.01%
300
3737
$6K ﹤0.01%
2,860
3738
$6K ﹤0.01%
284
3739
$6K ﹤0.01%
110
3740
$6K ﹤0.01%
22
3741
$6K ﹤0.01%
181
3742
$6K ﹤0.01%
125
3743
$6K ﹤0.01%
600
3744
$6K ﹤0.01%
239
3745
$6K ﹤0.01%
500
3746
$5K ﹤0.01%
35
3747
$5K ﹤0.01%
250
3748
$5K ﹤0.01%
4,000
3749
$5K ﹤0.01%
27
3750
$5K ﹤0.01%
51