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
3751
$5K ﹤0.01%
200
3752
$5K ﹤0.01%
130
3753
$5K ﹤0.01%
243
3754
$5K ﹤0.01%
85
3755
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296
3756
$5K ﹤0.01%
200
3757
$5K ﹤0.01%
50
3758
$5K ﹤0.01%
31
3759
$5K ﹤0.01%
100
3760
$5K ﹤0.01%
167
3761
$5K ﹤0.01%
204
3762
$5K ﹤0.01%
86
3763
$5K ﹤0.01%
270
3764
$5K ﹤0.01%
100
3765
$5K ﹤0.01%
97
3766
$5K ﹤0.01%
171
3767
$5K ﹤0.01%
53
3768
$5K ﹤0.01%
100
3769
$5K ﹤0.01%
84
3770
$5K ﹤0.01%
76
3771
$5K ﹤0.01%
64
3772
$5K ﹤0.01%
273
3773
$5K ﹤0.01%
55
3774
$5K ﹤0.01%
137
3775
$5K ﹤0.01%
131