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
3776
$5K ﹤0.01%
426
3777
$5K ﹤0.01%
66
3778
$5K ﹤0.01%
39
3779
$5K ﹤0.01%
99
3780
$5K ﹤0.01%
217
3781
$5K ﹤0.01%
75
3782
$5K ﹤0.01%
50
3783
$5K ﹤0.01%
22
3784
$5K ﹤0.01%
46
3785
$5K ﹤0.01%
32
3786
$5K ﹤0.01%
9
3787
$5K ﹤0.01%
136
3788
$5K ﹤0.01%
220
3789
$5K ﹤0.01%
104
3790
$5K ﹤0.01%
86
3791
$5K ﹤0.01%
250
3792
$5K ﹤0.01%
270
3793
$5K ﹤0.01%
134
3794
$5K ﹤0.01%
479
3795
$5K ﹤0.01%
50
3796
$5K ﹤0.01%
143
3797
$5K ﹤0.01%
1,500
3798
$5K ﹤0.01%
1,000
3799
$5K ﹤0.01%
104
3800
$5K ﹤0.01%
1,300